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Sage Mountain Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Sage Mountain Advisors’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
-12,381
Closed -$196K – 471
2025
Q4 		$196K Sell
12,381
-3,335
-21% -$51.6K 0.01% 477
2025
Q3 		$251K Buy
15,716
+4,868
+45% +$72.1K 0.01% 414
2025
Q2 		$149K Buy
10,848
+241
+2% +$3.12K 0.01% 422
2025
Q1 		$145K Sell
10,607
-135
-1% -$1.74K 0.01% 395
2024
Q4 		$126K Sell
10,742
-2,289
-18% -$25.7K 0.01% 400
2024
Q3 		$133K Buy
13,031
+120
+0.9% +$1.27K 0.01% 406
2024
Q2 		$139K Buy
12,911
+2,081
+19% +$21.1K 0.01% 353
2024
Q1 		$111K Hold
10,830
– – 0.01% 343
2023
Q4 		$93.2K Buy
10,830
+522
+5% +$4.4K 0.01% 295
2023
Q3 		$87.5K Sell
10,308
-1,141
-10% -$9.1K 0.01% 293
2023
Q2 		$84.4K Hold
11,449
– – 0.01% 286
2023
Q1 		$73.2K Buy
+11,449
New +$80.1K 0.01% 275

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

Sage Mountain Advisors's MUFG Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 12,381 shares — an estimated $196K sold.

Sage Mountain Advisors first reported a position in MUFG in Q1 2023 and held it in 12 quarters. The position peaked at $251K in Q3 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 12,381 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $196K.
  • Sage Mountain Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 12 quarters.
  • Sage Mountain Advisors's Mitsubishi UFJ Financial position peaked at $251K in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.