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 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

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

Matthew Hamilton Rosenberg's MUFG Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its Mitsubishi UFJ Financial (MUFG) stake by 660% in Q2 2026, buying an estimated $68.8K and bringing the position to 4,208 shares worth $83.7K. The position accounts for 0.02% of the portfolio, ranked #368.

Matthew Hamilton Rosenberg first reported a position in MUFG in Q3 2022 and has held it in 16 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Matthew Hamilton Rosenberg held 4,208 shares of Mitsubishi UFJ Financial worth $83.7K as of Q2 2026.
Matthew Hamilton Rosenberg bought 3,654 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $68.8K.
Mitsubishi UFJ Financial made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #368 holding.
Matthew Hamilton Rosenberg first reported a position in Mitsubishi UFJ Financial in Q3 2022 and has held it in 16 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.