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Matthew Hamilton Rosenberg’s Mitsubishi UFJ Financial MUFG Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$80.3K Sell
3,479
-729
-17% -$16.4K 0.01% 377
2026
Q2 		$83.7K Buy
4,208
+3,654
+660% +$68.8K 0.02% 368
2026
Q1 		$9.4K Hold
554
– – ﹤0.01% 623
2025
Q4 		$8.79K Hold
554
– – ﹤0.01% 644
2025
Q3 		$8.83K Hold
554
– – ﹤0.01% 650
2025
Q2 		$7.6K Sell
554
-604
-52% -$7.81K ﹤0.01% 685
2025
Q1 		$15.8K Hold
1,158
– – ﹤0.01% 572
2024
Q4 		$13.6K Hold
1,158
– – ﹤0.01% 587
2024
Q3 		$11.8K Buy
1,158
+554
+92% +$5.85K ﹤0.01% 597
2024
Q2 		$6.58K Sell
604
-306
-34% -$3.1K ﹤0.01% 632
2024
Q1 		$9.08K Hold
910
– – ﹤0.01% 616
2023
Q4 		$7.83K Buy
910
+306
+51% +$2.58K ﹤0.01% 645
2023
Q3 		$5.13K Hold
604
– – ﹤0.01% 682
2023
Q2 		$4.45K Hold
604
– – ﹤0.01% 696
2023
Q1 		$3.86K Hold
604
– – ﹤0.01% 744
2022
Q4 		$4.03K Hold
604
– – ﹤0.01% 735
2022
Q3 		$3K Buy
+604
New +$3.14K ﹤0.01% 751

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

Matthew Hamilton Rosenberg's MUFG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg reduced its Mitsubishi UFJ Financial (MUFG) stake by 17% in Q3 2026, selling an estimated $16.4K and leaving 3,479 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #377.

Matthew Hamilton Rosenberg first reported a position in MUFG in Q3 2022 and has held it in 17 quarters since. The position peaked at $83.7K in Q2 2026. 19 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 3,479 shares of Mitsubishi UFJ Financial worth $80.3K as of Q3 2026.
  • Matthew Hamilton Rosenberg sold 729 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $16.4K.
  • Mitsubishi UFJ Financial made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #377 holding.
  • Matthew Hamilton Rosenberg first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 17 quarters since.
  • Matthew Hamilton Rosenberg's Mitsubishi UFJ Financial position peaked at $83.7K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.