Henry James International Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Henry James International 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 Q2	$5.9M	Buy	296,712 +56,606	+24%	+$1.07M	1.77%	18
2026 Q1	$4.07M	Buy	240,106 +127,220	+113%	+$2.26M	1.47%	23
2025 Q4	$1.79M	Buy	112,886 +211	+0.2%	+$3.26K	0.56%	46
2025 Q3	$1.8M	Sell	112,675 -7,930	-7%	-$117K	0.55%	48
2025 Q2	$1.65M	Hold	120,605	–	–	0.54%	46
2025 Q1	$1.64M	Buy	120,605 +95,394	+378%	+$1.23M	0.56%	49
2024 Q4	$295K	Buy	25,211 +10,560	+72%	+$119K	0.11%	84
2024 Q3	$149K	Hold	14,651	–	–	0.05%	94
2024 Q2	$158K	Buy	+14,651	New	+$149K	0.06%	93

Other funds holding MUFG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return