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

Cresset 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 Q2	$339K	Sell	16,819 -14,200	-46%	-$267K	﹤0.01%	1326
2026 Q1	$526K	Buy	31,019 +20,389	+192%	+$363K	﹤0.01%	1044
2025 Q4	$169K	Buy	10,630 +131	+1%	+$2.02K	﹤0.01%	1522
2025 Q3	$170K	Buy	10,499 +489	+5%	+$7.24K	﹤0.01%	1450
2025 Q2	$140K	Sell	10,010 -3,093	-24%	-$40K	﹤0.01%	1338
2025 Q1	$179K	Sell	13,103 -2,753	-17%	-$35.5K	﹤0.01%	1543
2024 Q4	$186K	Sell	15,856 -164,839	-91%	-$1.85M	﹤0.01%	1576
2024 Q3	$1.84M	Buy	180,695 +31,993	+22%	+$338K	0.01%	854
2024 Q2	$1.62M	Buy	148,702 +44,313	+42%	+$449K	0.01%	832
2024 Q1	$1.07M	Buy	104,389 +24,390	+30%	+$236K	0.01%	945
2023 Q4	$689K	Sell	79,999 -13,624	-15%	-$115K	﹤0.01%	1055
2023 Q3	$795K	Buy	93,623 +9,899	+12%	+$79K	﹤0.01%	959
2023 Q2	$623K	Buy	+83,724	New	+$557K	﹤0.01%	1157
2022 Q4	–	Sell	-22,049	Closed	-$99K	–	834
2022 Q3	$99K	Sell	22,049 -2,235	-9%	-$11.6K	﹤0.01%	834
2022 Q2	$132K	Sell	24,284 -8,019	-25%	-$46.2K	﹤0.01%	871
2022 Q1	$200K	Buy	32,303 +2,750	+9%	+$17.1K	﹤0.01%	915
2021 Q4	$161K	Sell	29,553 -22,838	-44%	-$129K	﹤0.01%	1066
2021 Q3	$311K	Buy	52,391 +23,218	+80%	+$129K	﹤0.01%	829
2021 Q2	$160K	Buy	29,173 +7,359	+34%	+$40.9K	﹤0.01%	969
2021 Q1	$117K	Buy	21,814 +3,745	+21%	+$19.3K	﹤0.01%	902
2020 Q4	$80K	Buy	18,069 +159	+0.9%	+$676	﹤0.01%	760
2020 Q3	$72K	Sell	17,910 -26,265	-59%	-$106K	﹤0.01%	694
2020 Q2	$179K	Buy	44,175 +28	+0.1%	+$111	﹤0.01%	606
2020 Q1	$162K	Sell	44,147 -21,375	-33%	-$102K	﹤0.01%	530
2019 Q4	$356K	Sell	65,522 -234	-0.4%	-$1.24K	0.01%	374
2019 Q3	$334K	Buy	65,756 +14,643	+29%	+$71.8K	0.01%	351
2019 Q2	$244K	Buy	51,113 +36,280	+245%	+$174K	0.01%	386
2019 Q1	$73K	Buy	14,833 +14,653	+8,141%	+$76.2K	﹤0.01%	661
2018 Q4	$1K	Buy	+180	New	+$1.02K	﹤0.01%	1538

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Cresset Asset Management's MUFG Position: Q2 2026 in Review

Cresset Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 46% in Q2 2026, selling an estimated $267K and leaving 16,819 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Cresset Asset Management first reported a position in MUFG in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.84M in Q3 2024. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Cresset Asset Management held 16,819 shares of Mitsubishi UFJ Financial worth $339K as of Q2 2026.
Cresset Asset Management sold 14,200 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $267K.
Mitsubishi UFJ Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1326 holding.
Cresset Asset Management first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 29 quarters since.
Cresset Asset Management's Mitsubishi UFJ Financial position peaked at $1.84M in Q3 2024.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.