Te Ahumairangi Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Te Ahumairangi Investment 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	$436K	Buy	25,674 +3,220	+14%	+$57.3K	0.07%	85
2025 Q4	$356K	Sell	22,454 -12,000	-35%	-$186K	0.06%	82
2025 Q3	$549K	Hold	34,454	–	–	0.09%	82
2025 Q2	$473K	Buy	34,454 +11,000	+47%	+$142K	0.08%	84
2025 Q1	$320K	Sell	23,454 -12,000	-34%	-$155K	0.07%	83
2024 Q4	$416K	Sell	35,454 -39,063	-52%	-$439K	0.09%	79
2024 Q3	$754K	Buy	74,517 +28,500	+62%	+$301K	0.13%	79
2024 Q2	$497K	Sell	46,017 -64,024	-58%	-$649K	0.1%	83
2024 Q1	$1.13M	Hold	110,041	–	–	0.2%	80
2023 Q4	$947K	Sell	110,041 -110,754	-50%	-$934K	0.18%	80
2023 Q3	$1.88M	Sell	220,795 -15,100	-6%	-$120K	0.3%	79
2023 Q2	$1.74M	Sell	235,895 -90,000	-28%	-$599K	0.24%	85
2023 Q1	$2.08M	Sell	325,895 -25,874	-7%	-$181K	0.3%	84
2022 Q4	$2.35M	Hold	351,769	–	–	0.37%	80
2022 Q3	$1.58M	Hold	351,769	–	–	0.27%	82
2022 Q2	$1.88M	Hold	351,769	–	–	0.28%	81
2022 Q1	$2.18M	Sell	351,769 -92,119	-21%	-$572K	0.3%	80
2021 Q4	$2.42M	Hold	443,888	–	–	0.31%	81
2021 Q3	$2.63M	Sell	443,888 -30,000	-6%	-$167K	0.36%	82
2021 Q2	$2.57M	Hold	473,888	–	–	0.34%	85
2021 Q1	$2.55M	Sell	473,888 -49,800	-10%	-$257K	0.33%	90
2020 Q4	$2.32M	Hold	523,688	–	–	0.32%	89
2020 Q3	$2.1M	Buy	+523,688	New	+$2.11M	0.36%	85

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $6.73T AUM 46.02% 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

Te Ahumairangi Investment Management's MUFG Position: Q1 2026 in Review

Te Ahumairangi Investment Management increased its Mitsubishi UFJ Financial (MUFG) stake by 14% in Q1 2026, buying an estimated $57.3K and bringing the position to 25,674 shares worth $436K. The position accounts for 0.07% of the portfolio, ranked #85.

Te Ahumairangi Investment Management first reported a position in MUFG in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.63M in Q3 2021. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Te Ahumairangi Investment Management held 25,674 shares of Mitsubishi UFJ Financial worth $436K as of Q1 2026.
Te Ahumairangi Investment Management bought 3,220 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $57.3K.
Mitsubishi UFJ Financial made up 0.07% of Te Ahumairangi Investment Management's portfolio in Q1 2026, its #85 holding.
Te Ahumairangi Investment Management first reported a position in Mitsubishi UFJ Financial in Q3 2020 and has held it in 23 quarters since.
Te Ahumairangi Investment Management's Mitsubishi UFJ Financial position peaked at $2.63M in Q3 2021.
539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q1 2026, filed 15 May 2026.