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Montag & Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History

Montag & Associates’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 		$8.35K Hold
420
– – ﹤0.01% 778
2026
Q1 		$7.13K Hold
420
– – ﹤0.01% 776
2025
Q4 		$6.66K Sell
420
-653
-61% -$10.1K ﹤0.01% 798
2025
Q3 		$17.1K Buy
1,073
+309
+40% +$4.58K ﹤0.01% 707
2025
Q2 		$10.5K Hold
764
– – ﹤0.01% 741
2025
Q1 		$10.4K Sell
764
-241
-24% -$3.1K ﹤0.01% 784
2024
Q4 		$11.8K Hold
1,005
– – ﹤0.01% 768
2024
Q3 		$10.2K Hold
1,005
– – ﹤0.01% 804
2024
Q2 		$10.9K Sell
1,005
-206
-17% -$2.09K ﹤0.01% 765
2024
Q1 		$12.4K Sell
1,211
-209
-15% -$2.02K ﹤0.01% 745
2023
Q4 		$12.2K Hold
1,420
– – ﹤0.01% 749
2023
Q3 		$12.1K Sell
1,420
-273
-16% -$2.18K ﹤0.01% 715
2023
Q2 		$12.5K Hold
1,693
– – ﹤0.01% 725
2023
Q1 		$10.8K Sell
1,693
-26
-2% -$182 ﹤0.01% 736
2022
Q4 		$11.5K Buy
+1,719
New +$8.89K ﹤0.01% 722

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Montag & Associates's MUFG Position: Q2 2026 in Review

Montag & Associates held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 420 shares worth $8.35K. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Montag & Associates first reported a position in MUFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.1K in Q3 2025. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Montag & Associates held 420 shares of Mitsubishi UFJ Financial worth $8.35K as of Q2 2026.
  • Montag & Associates left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #778 holding.
  • Montag & Associates first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 15 quarters since.
  • Montag & Associates's Mitsubishi UFJ Financial position peaked at $17.1K in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.