Marshall Wace’s Mitsubishi UFJ Financial MUFG Stock Holding History

Marshall Wace’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	-71,407	Closed	-$1.13M	–	3524
2025 Q4	$1.13M	Sell	71,407 -110,403	-61%	-$1.71M	﹤0.01%	1864
2025 Q3	$2.9M	Buy	+181,810	New	+$2.69M	﹤0.01%	1435
2024 Q4	–	Sell	-38,218	Closed	-$389K	–	2858
2024 Q3	$389K	Buy	+38,218	New	+$403K	﹤0.01%	2018
2023 Q3	–	Sell	-2,369,593	Closed	-$17.5M	–	2514
2023 Q2	$17.5M	Sell	2,369,593 -3,068,417	-56%	-$20.4M	0.03%	529
2023 Q1	$34.7M	Buy	+5,438,010	New	+$38.1M	0.07%	297
2021 Q3	–	Sell	-29,356	Closed	-$159K	–	3280
2021 Q2	$159K	Buy	+29,356	New	+$163K	﹤0.01%	2487
2019 Q2	–	Sell	-636,780	Closed	-$3.15M	–	1664
2019 Q1	$3.15M	Buy	636,780 +529,656	+494%	+$2.75M	0.03%	606
2018 Q4	$522K	Buy	+107,124	New	+$606K	0.01%	1079
2017 Q1	–	Sell	-20,503	Closed	-$126K	–	592
2016 Q4	$126K	Sell	20,503 -119,993	-85%	-$682K	﹤0.01%	937
2016 Q3	$710K	Buy	140,496 +36,405	+35%	+$184K	0.01%	760
2016 Q2	$461K	Sell	104,091 -103,949	-50%	-$492K	﹤0.01%	836
2016 Q1	$955K	Buy	+208,040	New	+$1.01M	0.01%	727

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marshall Wace's MUFG Position: Q1 2026 in Review

Marshall Wace sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 71,407 shares — an estimated $1.13M sold.

Marshall Wace first reported a position in MUFG in Q1 2016 and held it in 12 quarters. The position peaked at $34.7M in Q1 2023. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

Marshall Wace reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 71,407 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $1.13M.
Marshall Wace first reported a position in Mitsubishi UFJ Financial in Q1 2016 and held it in 12 quarters.
Marshall Wace's Mitsubishi UFJ Financial position peaked at $34.7M in Q1 2023.
537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.