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

Windward 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	$204K	Sell	12,013 -6,465	-35%	-$115K	0.02%	69
2025 Q4	$293K	Sell	18,478 -318	-2%	-$4.92K	0.02%	70
2025 Q3	$300K	Sell	18,796 -122	-0.6%	-$1.81K	0.02%	70
2025 Q2	$260K	Sell	18,918 -149	-0.8%	-$1.93K	0.02%	70
2025 Q1	$260K	Sell	19,067 -910	-5%	-$11.7K	0.02%	70
2024 Q4	$234K	Sell	19,977 -1,889	-9%	-$21.2K	0.02%	84
2024 Q3	$223K	Sell	21,866 -271	-1%	-$2.86K	0.02%	83
2024 Q2	$239K	Sell	22,137 -3,393	-13%	-$34.4K	0.02%	72
2024 Q1	$261K	Sell	25,530 -6	-0%	-$58	0.02%	73
2023 Q4	$220K	Sell	25,536 -77	-0.3%	-$650	0.02%	61
2023 Q3	$217K	Sell	25,613 -7,343	-22%	-$58.6K	0.02%	61
2023 Q2	$243K	Hold	32,956	–	–	0.02%	77
2023 Q1	$211K	Buy	+32,956	New	+$231K	0.02%	78

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

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

Windward Capital Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 35% in Q1 2026, selling an estimated $115K and leaving 12,013 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #69.

Windward Capital Management first reported a position in MUFG in Q1 2023 and has held it in 13 quarters since. The position peaked at $300K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Windward Capital Management held 12,013 shares of Mitsubishi UFJ Financial worth $204K as of Q1 2026.
Windward Capital Management sold 6,465 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $115K.
Mitsubishi UFJ Financial made up 0.02% of Windward Capital Management's portfolio in Q1 2026, its #69 holding.
Windward Capital Management first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 13 quarters since.
Windward Capital Management's Mitsubishi UFJ Financial position peaked at $300K in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

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