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Cozad Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cozad Asset Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$260K Sell
15,342
-2,905
-16% -$51.7K 0.02% 381
2025
Q4 		$289K Hold
18,247
– – 0.02% 358
2025
Q3 		$291K Buy
18,247
+300
+2% +$4.44K 0.02% 361
2025
Q2 		$246K Hold
17,947
– – 0.02% 374
2025
Q1 		$245K Hold
17,947
– – 0.02% 354
2024
Q4 		$210K Sell
17,947
-731
-4% -$8.22K 0.02% 380
2024
Q3 		$190K Sell
18,678
-7,228
-28% -$76.3K 0.02% 397
2024
Q2 		$280K Hold
25,906
– – 0.03% 328
2024
Q1 		$265K Sell
25,906
-1,366
-5% -$13.2K 0.03% 339
2023
Q4 		$235K Buy
27,272
+7,522
+38% +$63.5K 0.03% 350
2023
Q3 		$168K Buy
19,750
+660
+3% +$5.26K 0.02% 368
2023
Q2 		$141K Hold
19,090
– – 0.02% 366
2023
Q1 		$122K Hold
19,090
– – 0.02% 367
2022
Q4 		$127K Sell
19,090
-12,083
-39% -$62.5K 0.02% 367
2022
Q3 		$140K Sell
31,173
-7,767
-20% -$40.4K 0.02% 345
2022
Q2 		$208K Buy
38,940
+17,450
+81% +$101K 0.03% 337
2022
Q1 		$133K Hold
21,490
– – 0.02% 347
2021
Q4 		$117K Hold
21,490
– – 0.02% 348
2021
Q3 		$127K Hold
21,490
– – 0.02% 342
2021
Q2 		$116K Hold
21,490
– – 0.02% 343
2021
Q1 		$116K Hold
21,490
– – 0.02% 346
2020
Q4 		$95K Sell
21,490
-4,345
-17% -$18.5K 0.02% 323
2020
Q3 		$104K Sell
25,835
-22,772
-47% -$91.9K 0.02% 319
2020
Q2 		$191K Buy
48,607
+2,952
+6% +$11.7K 0.04% 312
2020
Q1 		$167K Buy
45,655
+853
+2% +$4.07K 0.06% 201
2019
Q4 		$243K Sell
44,802
-1,872
-4% -$9.88K 0.06% 217
2019
Q3 		$237K Hold
46,674
– – 0.07% 216
2019
Q2 		$222K Sell
46,674
-1,880
-4% -$9.03K 0.06% 220
2019
Q1 		$240K Buy
48,554
+4,780
+11% +$24.9K 0.07% 212
2018
Q4 		$213K Sell
43,774
-5,800
-12% -$32.8K 0.07% 214
2018
Q3 		$307K Buy
49,574
+780
+2% +$4.71K 0.09% 182
2018
Q2 		$276K Buy
+48,794
New +$309K 0.09% 191

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cozad Asset Management's MUFG Position: Q1 2026 in Review

Cozad Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 16% in Q1 2026, selling an estimated $51.7K and leaving 15,342 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #381.

Cozad Asset Management first reported a position in MUFG in Q2 2018 and has held it in 32 quarters since. The position peaked at $307K in Q3 2018. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Cozad Asset Management held 15,342 shares of Mitsubishi UFJ Financial worth $260K as of Q1 2026.
  • Cozad Asset Management sold 2,905 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $51.7K.
  • Mitsubishi UFJ Financial made up 0.02% of Cozad Asset Management's portfolio in Q1 2026, its #381 holding.
  • Cozad Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 32 quarters since.
  • Cozad Asset Management's Mitsubishi UFJ Financial position peaked at $307K in Q3 2018.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Cozad Asset Management's 13F filing for Q1 2026, filed 28 May 2026.