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Simon Quick Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Simon Quick 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
-10,200
Closed -$162K – 404
2025
Q4 		$162K Buy
+10,200
New +$158K 0.01% 381
2025
Q2 		– Sell
-26,357
Closed -$359K – 537
2025
Q1 		$359K Buy
26,357
+11,152
+73% +$144K 0.02% 381
2024
Q4 		$178K Buy
15,205
+2,016
+15% +$22.7K 0.01% 462
2024
Q3 		$134K Buy
13,189
+1,882
+17% +$19.9K 0.01% 420
2024
Q2 		$122K Buy
+11,307
New +$115K 0.01% 376

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

Simon Quick Advisors's MUFG Position: Q1 2026 in Review

Simon Quick Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 10,200 shares — an estimated $162K sold.

Simon Quick Advisors first reported a position in MUFG in Q2 2024 and held it in 5 quarters. The position peaked at $359K in Q1 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Simon Quick Advisors reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 10,200 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $162K.
  • Simon Quick Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 5 quarters.
  • Simon Quick Advisors's Mitsubishi UFJ Financial position peaked at $359K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.