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IEQ Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

IEQ Capital’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 		$2.98M Sell
175,830
-15,691
-8% -$279K 0.01% 641
2025
Q4 		$3.04M Buy
191,521
+85,677
+81% +$1.32M 0.01% 665
2025
Q3 		$1.69M Buy
105,844
+70,205
+197% +$1.04M 0.01% 821
2025
Q2 		$489K Buy
35,639
+10,570
+42% +$137K ﹤0.01% 1166
2025
Q1 		$342K Buy
25,069
+2,334
+10% +$30.1K ﹤0.01% 1136
2024
Q4 		$266K Buy
22,735
+3,244
+17% +$36.5K ﹤0.01% 1079
2024
Q3 		$198K Buy
19,491
+2,157
+12% +$22.8K ﹤0.01% 1064
2024
Q2 		$187K Hold
17,334
– – ﹤0.01% 922
2024
Q1 		$177K Buy
17,334
+1,104
+7% +$10.7K ﹤0.01% 895
2023
Q4 		$140K Buy
16,230
+2,776
+21% +$23.4K ﹤0.01% 867
2023
Q3 		$114K Buy
13,454
+97
+0.7% +$774 ﹤0.01% 882
2023
Q2 		$98.4K Buy
+13,357
New +$88.9K ﹤0.01% 852

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IEQ Capital's MUFG Position: Q1 2026 in Review

IEQ Capital reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.2% in Q1 2026, selling an estimated $279K and leaving 175,830 shares worth $2.98M. The position accounts for 0.01% of the portfolio, ranked #641.

IEQ Capital first reported a position in MUFG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.04M in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • IEQ Capital held 175,830 shares of Mitsubishi UFJ Financial worth $2.98M as of Q1 2026.
  • IEQ Capital sold 15,691 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $279K.
  • Mitsubishi UFJ Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #641 holding.
  • IEQ Capital first reported a position in Mitsubishi UFJ Financial in Q2 2023 and has held it in 12 quarters since.
  • IEQ Capital's Mitsubishi UFJ Financial position peaked at $3.04M in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.