Alaethes Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Alaethes Wealth’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	–	Sell	-198,399	Closed	-$3.15M	–	128
2025 Q4	$3.15M	Sell	198,399 -498	-0.3%	-$7.7K	0.89%	29
2025 Q3	$3.17M	Sell	198,897 -21,464	-10%	-$318K	0.9%	26
2025 Q2	$3.08M	Buy	220,361 +3,251	+1%	+$42K	0.92%	28
2025 Q1	$2.96M	Buy	217,110 +2,293	+1%	+$29.5K	1.08%	21
2024 Q4	$2.52M	Buy	214,817 +951	+0.4%	+$10.7K	0.9%	30
2024 Q3	$2.18M	Buy	213,866 +9,911	+5%	+$105K	0.8%	37
2024 Q2	$2.23M	Buy	203,955 +3,767	+2%	+$38.2K	0.92%	30
2024 Q1	$2.05M	Buy	200,188 +2,548	+1%	+$24.7K	0.9%	35
2023 Q4	$1.7M	Buy	197,640 +6,191	+3%	+$52.2K	0.81%	43
2023 Q3	$1.63M	Buy	+191,449	New	+$1.53M	0.89%	33

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

Alaethes Wealth's MUFG Position: Q1 2026 in Review

Alaethes Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 198,399 shares — an estimated $3.15M sold.

Alaethes Wealth first reported a position in MUFG in Q3 2023 and held it in 10 quarters. The position peaked at $3.17M in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Alaethes Wealth reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Alaethes Wealth sold 198,399 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $3.15M.
Alaethes Wealth first reported a position in Mitsubishi UFJ Financial in Q3 2023 and held it in 10 quarters.
Alaethes Wealth's Mitsubishi UFJ Financial position peaked at $3.17M in Q3 2025.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.