CH
MUFG icon

Cromwell Holdings’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cromwell Holdings’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 		$480K Hold
24,134
– – 0.22% 83
2026
Q1 		$410K Hold
24,134
– – 0.23% 83
2025
Q4 		$383K Hold
24,134
– – 0.21% 93
2025
Q3 		$385K Hold
24,134
– – 0.21% 90
2025
Q2 		$331K Hold
24,134
– – 0.2% 100
2025
Q1 		$329K Hold
24,134
– – 0.21% 96
2024
Q4 		$283K Hold
24,134
– – 0.16% 108
2024
Q3 		$246K Hold
24,134
– – 0.16% 130
2024
Q2 		$261K Buy
+24,134
New +$245K 0.16% 115

Other funds holding MUFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Cromwell Holdings's MUFG Position: Q2 2026 in Review

Cromwell Holdings held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 24,134 shares worth $480K. The position accounts for 0.22% of the portfolio, ranked #83.

Cromwell Holdings first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 88 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Cromwell Holdings held 24,134 shares of Mitsubishi UFJ Financial worth $480K as of Q2 2026.
  • Cromwell Holdings left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up 0.22% of Cromwell Holdings's portfolio in Q2 2026, its #83 holding.
  • Cromwell Holdings first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
  • 88 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.