Kathmere Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kathmere Capital 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	$1.11M	Buy	55,562 +10,199	+22%	+$192K	0.06%	226
2026 Q1	$770K	Buy	45,363 +7,819	+21%	+$139K	0.05%	267
2025 Q4	$595K	Buy	37,544 +2,839	+8%	+$43.9K	0.04%	276
2025 Q3	$553K	Buy	34,705 +13,313	+62%	+$197K	0.04%	272
2025 Q2	$293K	Sell	21,392 -564	-3%	-$7.29K	0.02%	371
2025 Q1	$299K	Buy	21,956 +6,033	+38%	+$77.7K	0.03%	326
2024 Q4	$187K	Buy	15,923 +2,316	+17%	+$26K	0.02%	397
2024 Q3	$139K	Buy	13,607 +1,977	+17%	+$20.9K	0.01%	371
2024 Q2	$126K	Buy	+11,630	New	+$118K	0.01%	331

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

Kathmere Capital Management's MUFG Position: Q2 2026 in Review

Kathmere Capital Management increased its Mitsubishi UFJ Financial (MUFG) stake by 22% in Q2 2026, buying an estimated $192K and bringing the position to 55,562 shares worth $1.11M. The position accounts for 0.06% of the portfolio, ranked #226.

Kathmere Capital Management first reported a position in MUFG in Q2 2024 and has held it in 9 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Kathmere Capital Management held 55,562 shares of Mitsubishi UFJ Financial worth $1.11M as of Q2 2026.
Kathmere Capital Management bought 10,199 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $192K.
Mitsubishi UFJ Financial made up 0.06% of Kathmere Capital Management's portfolio in Q2 2026, its #226 holding.
Kathmere Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 9 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.