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

Rockefeller 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 Q1	$3.54M	Buy	208,443 +103,851	+99%	+$1.85M	0.01%	1060
2025 Q4	$1.66M	Buy	104,592 +64,502	+161%	+$997K	﹤0.01%	1339
2025 Q3	$639K	Sell	40,090 -140,211	-78%	-$2.08M	﹤0.01%	1651
2025 Q2	$2.47M	Sell	180,301 -24,050	-12%	-$311K	0.01%	1038
2025 Q1	$2.79M	Buy	204,351 +51,825	+34%	+$668K	0.01%	913
2024 Q4	$1.79M	Buy	152,526 +98,562	+183%	+$1.11M	﹤0.01%	1052
2024 Q3	$549K	Buy	53,964 +5,147	+11%	+$54.3K	﹤0.01%	1404
2024 Q2	$527K	Buy	48,817 +18,533	+61%	+$188K	﹤0.01%	1410
2024 Q1	$310K	Buy	30,284 +5,517	+22%	+$53.4K	﹤0.01%	1584
2023 Q4	$213K	Buy	+24,767	New	+$209K	﹤0.01%	1528
2023 Q3	–	Sell	-17,973	Closed	-$132K	–	1708
2023 Q2	$132K	Buy	17,973 +4,300	+31%	+$28.6K	﹤0.01%	1739
2023 Q1	$87K	Buy	13,673 +867	+7%	+$6.07K	﹤0.01%	1897
2022 Q4	$83K	Buy	12,806 +5,223	+69%	+$27K	﹤0.01%	2124
2022 Q3	$33K	Sell	7,583 -310	-4%	-$1.61K	﹤0.01%	2551
2022 Q2	$41K	Sell	7,893 -20,532	-72%	-$118K	﹤0.01%	2381
2022 Q1	$175K	Buy	28,425 +10,467	+58%	+$65K	﹤0.01%	1738
2021 Q4	$97K	Sell	17,958 -1,525	-8%	-$8.59K	﹤0.01%	1956
2021 Q3	$114K	Sell	19,483 -11,138	-36%	-$61.9K	﹤0.01%	1803
2021 Q2	$165K	Buy	30,621 +15,203	+99%	+$84.5K	﹤0.01%	1582
2021 Q1	$82K	Buy	15,418 +257	+2%	+$1.33K	﹤0.01%	1692
2020 Q4	$66K	Sell	15,161 -309	-2%	-$1.31K	﹤0.01%	1593
2020 Q3	$62K	Buy	15,470 +621	+4%	+$2.51K	﹤0.01%	1436
2020 Q2	$58K	Buy	14,849 +14,349	+2,870%	+$56.8K	﹤0.01%	1373
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	2189
2019 Q4	$3K	Sell	500 -3,337	-87%	-$17.6K	﹤0.01%	1873
2019 Q3	$20K	Sell	3,837 -118,147	-97%	-$579K	﹤0.01%	1223
2019 Q2	$579K	Sell	121,984 -306,064	-72%	-$1.47M	0.01%	427
2019 Q1	$2.12M	Buy	428,048 +427,548	+85,510%	+$2.22M	0.03%	252
2018 Q4	$2K	Hold	500	–	–	﹤0.01%	866
2018 Q3	$3K	Hold	500	–	–	﹤0.01%	709
2018 Q2	$3K	Buy	+500	New	+$3.17K	﹤0.01%	731

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

Rockefeller Capital Management's MUFG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Mitsubishi UFJ Financial (MUFG) stake by 99% in Q1 2026, buying an estimated $1.85M and bringing the position to 208,443 shares worth $3.54M. The position accounts for 0.01% of the portfolio, ranked #1060.

Rockefeller Capital Management first reported a position in MUFG in Q2 2018 and has held it in 31 quarters since. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Rockefeller Capital Management held 208,443 shares of Mitsubishi UFJ Financial worth $3.54M as of Q1 2026.
Rockefeller Capital Management bought 103,851 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.85M.
Mitsubishi UFJ Financial made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1060 holding.
Rockefeller Capital Management first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 31 quarters since.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.