HighPoint Advisor Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

HighPoint Advisor Group’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	-19,897	Closed	-$316K	–	903
2025 Q4	$316K	Sell	19,897 -408	-2%	-$6.31K	0.01%	825
2025 Q3	$324K	Buy	20,305 +1,302	+7%	+$19.3K	0.02%	507
2025 Q2	$261K	Buy	19,003 +1,107	+6%	+$14.3K	0.01%	566
2025 Q1	$227K	Sell	17,896 -324	-2%	-$4.17K	0.01%	580
2024 Q4	$226K	Buy	18,220 +584	+3%	+$6.57K	0.01%	606
2024 Q3	$188K	Buy	17,636 +946	+6%	+$9.99K	0.01%	631
2024 Q2	$184K	Sell	16,690 -97	-0.6%	-$984	0.01%	583
2024 Q1	$173K	Buy	16,787 +100	+0.6%	+$968	0.01%	607
2023 Q4	$175K	Buy	+16,687	New	+$141K	0.01%	603

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

HighPoint Advisor Group's MUFG Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 19,897 shares — an estimated $316K sold.

HighPoint Advisor Group first reported a position in MUFG in Q4 2023 and held it in 9 quarters. The position peaked at $324K in Q3 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

HighPoint Advisor Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
HighPoint Advisor Group sold 19,897 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $316K.
HighPoint Advisor Group first reported a position in Mitsubishi UFJ Financial in Q4 2023 and held it in 9 quarters.
HighPoint Advisor Group's Mitsubishi UFJ Financial position peaked at $324K in Q3 2025.
539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.