CVA Family Office’s Mitsubishi UFJ Financial MUFG Stock Holding History

CVA Family Office’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	$4.14K	Hold	208	–	–	﹤0.01%	1332
2026 Q1	$3.53K	Buy	208 +61	+41%	+$1.09K	﹤0.01%	1357
2025 Q4	$2.33K	Sell	147 -79	-35%	-$1.22K	﹤0.01%	962
2025 Q3	$3.6K	Buy	226 +79	+54%	+$1.17K	﹤0.01%	933
2025 Q2	$2.02K	Hold	147	–	–	﹤0.01%	996
2025 Q1	$2K	Hold	147	–	–	﹤0.01%	1007
2024 Q4	$1.72K	Hold	147	–	–	﹤0.01%	1008
2024 Q3	$1.5K	Hold	147	–	–	﹤0.01%	1015
2024 Q2	$1.59K	Sell	147 -98	-40%	-$994	﹤0.01%	1002
2024 Q1	$2.51K	Buy	245 +98	+67%	+$948	﹤0.01%	911
2023 Q4	$1.27K	Buy	+147	New	+$1.24K	﹤0.01%	954

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

CVA Family Office's MUFG Position: Q2 2026 in Review

CVA Family Office held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 208 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

CVA Family Office first reported a position in MUFG in Q4 2023 and has held it in 11 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

CVA Family Office held 208 shares of Mitsubishi UFJ Financial worth $4.14K as of Q2 2026.
CVA Family Office left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1332 holding.
CVA Family Office first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 11 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.