Forum Financial Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Forum Financial 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	–	Sell	-322,044	Closed	-$5.11M	–	746
2025 Q4	$5.11M	Hold	322,044	–	–	0.07%	61
2025 Q3	$5.13M	Hold	322,044	–	–	0.07%	58
2025 Q2	$4.42M	Sell	322,044 -35,517	-10%	-$459K	0.07%	62
2025 Q1	$4.87M	Hold	357,561	–	–	0.08%	55
2024 Q4	$4.19M	Buy	357,561 +19,122	+6%	+$215K	0.07%	61
2024 Q3	$3.45M	Hold	338,439	–	–	0.06%	64
2024 Q2	$3.66M	Hold	338,439	–	–	0.07%	55
2024 Q1	$3.46M	Buy	338,439 +6,723	+2%	+$65K	0.06%	74
2023 Q4	$2.86M	Buy	331,716 +32,700	+11%	+$276K	0.05%	72
2023 Q3	$2.54M	Hold	299,016	–	–	0.06%	69
2023 Q2	$2.2M	Hold	299,016	–	–	0.05%	79
2023 Q1	$1.91M	Buy	299,016 +800	+0.3%	+$5.6K	0.06%	81
2022 Q4	$1.99M	Hold	298,216	–	–	0.07%	71
2022 Q3	$1.34M	Hold	298,216	–	–	0.06%	84
2022 Q2	$1.59M	Hold	298,216	–	–	0.08%	79
2022 Q1	$1.84M	Hold	298,216	–	–	0.09%	69
2021 Q4	$1.63M	Buy	+298,216	New	+$1.68M	0.08%	76

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 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

Forum Financial Management's MUFG Position: Q1 2026 in Review

Forum Financial Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 322,044 shares — an estimated $5.11M sold.

Forum Financial Management first reported a position in MUFG in Q4 2021 and held it in 17 quarters. The position peaked at $5.13M in Q3 2025. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Forum Financial Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 322,044 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $5.11M.
Forum Financial Management first reported a position in Mitsubishi UFJ Financial in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Mitsubishi UFJ Financial position peaked at $5.13M in Q3 2025.
540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.