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Keel Point’s Mitsubishi UFJ Financial MUFG Stock Holding History

Keel Point’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
-36,649
Closed -$581K – 530
2025
Q4 		$581K Buy
36,649
+30
+0.1% +$464 0.04% 264
2025
Q3 		$584K Sell
36,619
-1,038
-3% -$15.4K 0.04% 268
2025
Q2 		$517K Buy
37,657
+11,256
+43% +$146K 0.03% 287
2025
Q1 		$360K Sell
26,401
-323
-1% -$4.16K 0.03% 316
2024
Q4 		$313K Buy
26,724
+509
+2% +$5.72K 0.03% 322
2024
Q3 		$267K Sell
26,215
-137
-0.5% -$1.45K 0.02% 357
2024
Q2 		$258K Buy
26,352
+481
+2% +$4.88K 0.02% 349
2024
Q1 		$265K Sell
25,871
-786
-3% -$7.61K 0.03% 311
2023
Q4 		$230K Buy
26,657
+1,299
+5% +$11K 0.03% 304
2023
Q3 		$215K Sell
25,358
-492
-2% -$3.92K 0.03% 289
2023
Q2 		$191K Sell
25,850
-69
-0.3% -$459 0.03% 307
2023
Q1 		$166K Sell
25,919
-3,984
-13% -$27.9K 0.02% 297
2022
Q4 		$199K Buy
29,903
+656
+2% +$3.4K 0.03% 283
2022
Q3 		$132K Sell
29,247
-1,246
-4% -$6.49K 0.02% 241
2022
Q2 		$164K Buy
30,493
+4,311
+16% +$24.8K 0.03% 247
2022
Q1 		$162K Sell
26,182
-986
-4% -$6.13K 0.02% 257
2021
Q4 		$148K Buy
27,168
+1,309
+5% +$7.37K 0.02% 263
2021
Q3 		$153K Buy
25,859
+87
+0.3% +$483 0.02% 253
2021
Q2 		$140K Sell
25,772
-1,219
-5% -$6.78K 0.02% 261
2021
Q1 		$145K Buy
26,991
+11,537
+75% +$59.5K 0.01% 267
2020
Q4 		$68K Sell
15,454
-156
-1% -$663 0.01% 239
2020
Q3 		$63K Buy
+15,610
New +$63K 0.01% 213

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

Keel Point's MUFG Position: Q1 2026 in Review

Keel Point sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 36,649 shares — an estimated $581K sold.

Keel Point first reported a position in MUFG in Q3 2020 and held it in 22 quarters. The position peaked at $584K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Keel Point reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Keel Point sold 36,649 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $581K.
  • Keel Point first reported a position in Mitsubishi UFJ Financial in Q3 2020 and held it in 22 quarters.
  • Keel Point's Mitsubishi UFJ Financial position peaked at $584K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.