Smartleaf Asset Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Smartleaf Asset 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 Q1	$1.64M	Buy	100,440 +2,621	+3%	+$46.6K	0.06%	288
2025 Q4	$1.56M	Buy	97,819 +7,765	+9%	+$120K	0.06%	284
2025 Q3	$1.43M	Buy	90,054 +17,633	+24%	+$261K	0.09%	245
2025 Q2	$1.01M	Buy	72,421 +5,222	+8%	+$67.5K	0.09%	252
2025 Q1	$939K	Buy	67,199 +9,995	+17%	+$129K	0.09%	243
2024 Q4	$672K	Buy	57,204 +30,656	+115%	+$345K	0.07%	278
2024 Q3	$269K	Buy	26,548 +11,639	+78%	+$123K	0.03%	419
2024 Q2	$155K	Buy	14,909 +589	+4%	+$5.97K	0.03%	447
2024 Q1	$147K	Sell	14,320 -1,375	-9%	-$13.3K	0.03%	432
2023 Q4	$135K	Buy	+15,695	New	+$132K	0.04%	375

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 New York $761B 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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return