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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montag & Associates's MUFG Position: Q1 2026 in Review

Montag & Associates held its Mitsubishi UFJ Financial (MUFG) position steady in Q1 2026 at 420 shares worth $7.13K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

Montag & Associates first reported a position in MUFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.1K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Montag & Associates held 420 shares of Mitsubishi UFJ Financial worth $7.13K as of Q1 2026.
Montag & Associates left its Mitsubishi UFJ Financial share count unchanged in Q1 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #776 holding.
Montag & Associates first reported a position in Mitsubishi UFJ Financial in Q4 2022 and has held it in 14 quarters since.
Montag & Associates's Mitsubishi UFJ Financial position peaked at $17.1K in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.