QRG Capital Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

QRG Capital Management’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	$16.3M	Buy	817,288 +181,696	+29%	+$3.42M	0.13%	138
2026 Q1	$10.8M	Buy	635,592 +45,967	+8%	+$818K	0.11%	170
2025 Q4	$9.35M	Buy	589,625 +7,288	+1%	+$113K	0.1%	172
2025 Q3	$9.28M	Sell	582,337 -222,217	-28%	-$3.29M	0.11%	167
2025 Q2	$11M	Sell	804,554 -371	-0%	-$4.8K	0.1%	194
2025 Q1	$11M	Buy	804,925 +36,730	+5%	+$473K	0.11%	184
2024 Q4	$9M	Buy	768,195 +81,130	+12%	+$912K	0.09%	199
2024 Q3	$6.99M	Buy	687,065 +10,315	+2%	+$109K	0.08%	236
2024 Q2	$7.31M	Buy	676,750 +19,026	+3%	+$193K	0.09%	210
2024 Q1	$6.73M	Buy	657,724 +62,166	+10%	+$601K	0.09%	217
2023 Q4	$5.13M	Buy	595,558 +60,227	+11%	+$508K	0.08%	254
2023 Q3	$4.54M	Buy	+535,331	New	+$4.27M	0.08%	242

Other funds holding MUFG

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

EWA LLC Pittsbugh, Pennsylvania $548M AUM 35% 1-Year Est. Return