LRI Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

LRI Investments’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	$192K	Buy	9,676 +647	+7%	+$12.2K	0.02%	330
2026 Q1	$153K	Sell	9,029 -735	-8%	-$13.1K	0.01%	334
2025 Q4	$155K	Hold	9,764	–	–	0.01%	338
2025 Q3	$156K	Buy	9,764 +87	+0.9%	+$1.29K	0.01%	337
2025 Q2	$133K	Buy	9,677 +1,218	+14%	+$15.7K	0.01%	368
2025 Q1	$115K	Sell	8,459 -6,697	-44%	-$86.3K	0.01%	387
2024 Q4	$178K	Hold	15,156	–	–	0.02%	296
2024 Q3	$183K	Hold	15,156	–	–	0.02%	298
2024 Q2	$164K	Buy	+15,156	New	+$154K	0.02%	288

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

Henry James International Management New York $334M AUM 49.44% 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