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 Q2	$367K	Sell	18,454 -7,220	-28%	-$136K	0.06%	85
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 $47.7B 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

Te Ahumairangi Investment Management's MUFG Position: Q2 2026 in Review

Te Ahumairangi Investment Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 28% in Q2 2026, selling an estimated $136K and leaving 18,454 shares worth $367K. The position accounts for 0.06% of the portfolio, ranked #85.

Te Ahumairangi Investment Management first reported a position in MUFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.63M in Q3 2021. 576 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Te Ahumairangi Investment Management held 18,454 shares of Mitsubishi UFJ Financial worth $367K as of Q2 2026.
Te Ahumairangi Investment Management sold 7,220 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $136K.
Mitsubishi UFJ Financial made up 0.06% of Te Ahumairangi Investment Management's portfolio in Q2 2026, its #85 holding.
Te Ahumairangi Investment Management first reported a position in Mitsubishi UFJ Financial in Q3 2020 and has held it in 24 quarters since.
Te Ahumairangi Investment Management's Mitsubishi UFJ Financial position peaked at $2.63M in Q3 2021.
576 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Te Ahumairangi Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.