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SageView Advisory Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

SageView Advisory Group’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
-1,637
Closed -$26K – 1759
2025
Q4 		$26K Buy
+1,637
New +$25.3K ﹤0.01% 1350

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SageView Advisory Group's MUFG Position: Q1 2026 in Review

SageView Advisory Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 1,637 shares — an estimated $26K sold.

SageView Advisory Group first reported a position in MUFG in Q4 2025 and held it in 1 quarter. The position peaked at $26K in Q4 2025. 540 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • SageView Advisory Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,637 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $26K.
  • SageView Advisory Group first reported a position in Mitsubishi UFJ Financial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Mitsubishi UFJ Financial position peaked at $26K in Q4 2025.
  • 540 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.