Creative Planning’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.3M | Buy |
1,315,784
+147,394
| +13% | +$2.62M | 0.02% | 400 |
|
|
2025
Q4 | $18.5M | Buy |
1,168,390
+101,597
| +10% | +$1.57M | 0.01% | 408 |
|
|
2025
Q3 | $17M | Buy |
1,066,793
+175,575
| +20% | +$2.6M | 0.01% | 403 |
|
|
2025
Q2 | $12.2M | Sell |
891,218
-51,428
| -5% | -$665K | 0.01% | 460 |
|
|
2025
Q1 | $12.8M | Buy |
942,646
+183,225
| +24% | +$2.36M | 0.01% | 420 |
|
|
2024
Q4 | $8.9M | Buy |
759,421
+151,735
| +25% | +$1.71M | 0.01% | 484 |
|
|
2024
Q3 | $6.19M | Buy |
607,686
+49,529
| +9% | +$523K | 0.01% | 573 |
|
|
2024
Q2 | $6.03M | Buy |
558,157
+52,261
| +10% | +$530K | 0.01% | 556 |
|
|
2024
Q1 | $5.18M | Buy |
505,896
+87,949
| +21% | +$851K | 0.01% | 596 |
|
|
2023
Q4 | $3.6M | Buy |
417,947
+70,043
| +20% | +$591K | 0.01% | 670 |
|
|
2023
Q3 | $2.95M | Buy |
347,904
+43,485
| +14% | +$347K | ﹤0.01% | 698 |
|
|
2023
Q2 | $2.24M | Buy |
304,419
+100,306
| +49% | +$668K | ﹤0.01% | 763 |
|
|
2023
Q1 | $1.3M | Buy |
204,113
+32,234
| +19% | +$226K | ﹤0.01% | 950 |
|
|
2022
Q4 | $1.15M | Buy |
171,879
+70,831
| +70% | +$367K | ﹤0.01% | 972 |
|
|
2022
Q3 | $455K | Buy |
101,048
+11,822
| +13% | +$61.5K | ﹤0.01% | 1391 |
|
|
2022
Q2 | $476K | Buy |
89,226
+20,877
| +31% | +$120K | ﹤0.01% | 1349 |
|
|
2022
Q1 | $423K | Buy |
68,349
+15,059
| +28% | +$93.6K | ﹤0.01% | 1420 |
|
|
2021
Q4 | $291K | Sell |
53,290
-151
| -0.3% | -$850 | ﹤0.01% | 1643 |
|
|
2021
Q3 | $317K | Buy |
53,441
+32,198
| +152% | +$179K | ﹤0.01% | 1557 |
|
|
2021
Q2 | $115K | Sell |
21,243
-31,984
| -60% | -$178K | ﹤0.01% | 1860 |
|
|
2021
Q1 | $286K | Buy |
53,227
+2,692
| +5% | +$13.9K | ﹤0.01% | 1821 |
|
|
2020
Q4 | $224K | Sell |
50,535
-5,370
| -10% | -$22.8K | ﹤0.01% | 1810 |
|
|
2020
Q3 | $224K | Buy |
55,905
+37,474
| +203% | +$151K | ﹤0.01% | 1612 |
|
|
2020
Q2 | $72K | Sell |
18,431
-13,597
| -42% | -$53.8K | ﹤0.01% | 1717 |
|
|
2020
Q1 | $117K | Buy |
+32,028
| New | +$153K | ﹤0.01% | 1497 |
|
|
2019
Q4 | – | Sell |
-15,844
| Closed | -$80K | – | 2072 |
|
|
2019
Q3 | $80K | Buy |
15,844
+3,349
| +27% | +$16.4K | ﹤0.01% | 1749 |
|
|
2019
Q2 | $59K | Buy |
+12,495
| New | +$60K | ﹤0.01% | 1801 |
|
|
2019
Q1 | – | Sell |
-10,866
| Closed | -$53K | – | 2060 |
|
|
2018
Q4 | $53K | Sell |
10,866
-351
| -3% | -$1.99K | ﹤0.01% | 1706 |
|
|
2018
Q3 | $69K | Sell |
11,217
-2,958
| -21% | -$17.8K | ﹤0.01% | 1839 |
|
|
2018
Q2 | $80K | Sell |
14,175
-2,267
| -14% | -$14.4K | ﹤0.01% | 1805 |
|
|
2018
Q1 | $109K | Buy |
16,442
+1,076
| +7% | +$7.84K | ﹤0.01% | 1734 |
|
|
2017
Q4 | $112K | Sell |
15,366
-78,809
| -84% | -$537K | ﹤0.01% | 1714 |
|
|
2017
Q3 | $606K | Buy |
94,175
+81,539
| +645% | +$515K | ﹤0.01% | 955 |
|
|
2017
Q2 | $85K | Sell |
12,636
-853
| -6% | -$5.43K | ﹤0.01% | 2108 |
|
|
2017
Q1 | $86K | Sell |
13,489
-14,014
| -51% | -$91.7K | ﹤0.01% | 2053 |
|
|
2016
Q4 | $169K | Buy |
27,503
+6,469
| +31% | +$36.8K | ﹤0.01% | 1496 |
|
|
2016
Q3 | $106K | Buy |
21,034
+5,344
| +34% | +$27K | ﹤0.01% | 1804 |
|
|
2016
Q2 | $70K | Buy |
15,690
+275
| +2% | +$1.3K | ﹤0.01% | 1910 |
|
|
2016
Q1 | $71K | Hold |
15,415
| – | – | ﹤0.01% | 1851 |
|
|
2015
Q4 | $96K | Sell |
15,415
-2,120
| -12% | -$13.7K | ﹤0.01% | 1656 |
|
|
2015
Q3 | $107K | Sell |
17,535
-303,705
| -95% | -$2.06M | ﹤0.01% | 1558 |
|
|
2015
Q2 | $2.32M | Buy |
321,240
+239,280
| +292% | +$1.7M | 0.02% | 260 |
|
|
2015
Q1 | $510K | Buy |
81,960
+57,531
| +236% | +$341K | ﹤0.01% | 730 |
|
|
2014
Q4 | $135K | Buy |
24,429
+2,864
| +13% | +$16K | ﹤0.01% | 1379 |
|
|
2014
Q3 | $121K | Sell |
21,565
-125,363
| -85% | -$732K | ﹤0.01% | 1348 |
|
|
2014
Q2 | $904K | Buy |
146,928
+96,087
| +189% | +$544K | 0.01% | 421 |
|
|
2014
Q1 | $282K | Buy |
50,841
+47,905
| +1,632% | +$286K | ﹤0.01% | 847 |
|
|
2013
Q4 | $20K | Buy |
2,936
+2,441
| +493% | +$15.7K | ﹤0.01% | 2187 |
|
|
2013
Q3 | $3K | Hold |
495
| – | – | ﹤0.01% | 2894 |
|
|
2013
Q2 | $3K | Buy |
+495
| New | +$3.17K | ﹤0.01% | 2717 |
|
Other funds holding MUFG
Creative Planning's MUFG Position: Q1 2026 in Review
Creative Planning increased its Mitsubishi UFJ Financial (MUFG) stake by 13% in Q1 2026, buying an estimated $2.62M and bringing the position to 1,315,784 shares worth $22.3M. The position accounts for 0.02% of the portfolio, ranked #400.
Creative Planning first reported a position in MUFG in Q2 2013 and has held it in 50 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.
- Creative Planning held 1,315,784 shares of Mitsubishi UFJ Financial worth $22.3M as of Q1 2026.
- Creative Planning bought 147,394 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $2.62M.
- Mitsubishi UFJ Financial made up 0.02% of Creative Planning's portfolio in Q1 2026, its #400 holding.
- Creative Planning first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 50 quarters since.
- 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.