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Stephens Inc’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stephens Inc’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 		$190K Sell
11,183
-2,347
-17% -$41.8K ﹤0.01% 1219
2025
Q4 		$215K Buy
+13,530
New +$209K ﹤0.01% 1174

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

Stephens Inc's MUFG Position: Q1 2026 in Review

Stephens Inc reduced its Mitsubishi UFJ Financial (MUFG) stake by 17% in Q1 2026, selling an estimated $41.8K and leaving 11,183 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

Stephens Inc first reported a position in MUFG in Q4 2025 and has held it in 2 quarters since. The position peaked at $215K in Q4 2025. 537 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Stephens Inc held 11,183 shares of Mitsubishi UFJ Financial worth $190K as of Q1 2026.
  • Stephens Inc sold 2,347 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $41.8K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1219 holding.
  • Stephens Inc first reported a position in Mitsubishi UFJ Financial in Q4 2025 and has held it in 2 quarters since.
  • Stephens Inc's Mitsubishi UFJ Financial position peaked at $215K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.