Capital Performance Advisors »

Mitsubishi UFJ Financial shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Mitsubishi UFJ Financial (MUFG) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Mitsubishi UFJ Financial

Tip: Access up to 7 years of quarterly data

All positions including Mitsubishi UFJ Financial held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mitsubishi UFJ Financial by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $200k 13k 15.86
2025-09-30 $163k 10k 15.94

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Capital Performance Advisors

Top funds holding Mitsubishi UFJ Financial

Fisher Investments
Reed Conner & Birdwell
Goldman Sachs Group
Natixis Asset Management Advisors
Northern Trust
BlackRock
Royal Bank of Canada
Chevy Chase Trust Holdings
FMR
ClearBridge Advisors
Envestnet Asset Management
Fil
Todd-Veredus Asset Management
Sei Investments
Wells Fargo & Company

View all funds holding Mitsubishi UFJ Financial