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MUFGMUFG
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Position history for Capital Wealth Planning, LLCCapital Wealth Planning, LLC's holdings in MITSUBISHI UFJ FINANCIAL GRO

Yes. Capital Wealth Planning holds 2,059,506 shares of MUFG (Mitsubishi Ufj Financial Group), worth $41M, as of its Q2 2026 13F filing. It increased the position by 360,611 shares (+21.2%) from Q1 2026. Capital Wealth Planning has held MUFG since Q2 2023, across 13 quarterly 13F filings. MUFG is 0.2% of Capital Wealth Planning's reported 13F portfolio.

Current Value

$41M

Current Shares

2.1M

Total Value Change

+$38.1M

Total Shares Change

+1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.1M
+21.2%
$41M0.2%$19.89
42
2026-Q1
Increased
1.7M
+54.6%
$28.8M0.2%$16.97
48
2025-Q4
Increased
1.1M
+3.0%
$17.5M0.1%$15.86
35
2025-Q3
Increased
1.1M
+31.7%
$17M0.1%$15.94
43
2025-Q2
Increased
810,026
+72.6%
$11.1M0.1%$13.72
42
2025-Q1
Increased
469,373
+47.0%
$6.4M0.1%$13.63
37
2024-Q4
Increased
319,363
+15.0%
$3.7M0.0%$11.49
31
2024-Q3
Decreased
277,670
-44.7%
$2.8M0.0%$9.98
0

Other major holders of MUFG: Fisher Asset Management, LLC

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