SS
MUFG icon

Steve Schonfeld’s Mitsubishi UFJ Financial MUFG Stock Holding History

Steve Schonfeld’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
-55,762
Closed -$884K – 2502
2025
Q4 		$884K Buy
+55,762
New +$862K ﹤0.01% 1165
2025
Q3 		– Sell
-98,174
Closed -$1.35M – 2435
2025
Q2 		$1.35M Buy
+98,174
New +$1.27M 0.01% 1181
2024
Q4 		– Sell
-131,700
Closed -$1.34M – 2255
2024
Q3 		$1.34M Buy
+131,700
New +$1.39M 0.01% 1048
2024
Q2 		– Sell
-116,200
Closed -$1.19M – 2426
2024
Q1 		$1.19M Sell
116,200
-22,000
-16% -$213K 0.01% 1170
2023
Q4 		$1.19M Buy
+138,200
New +$1.17M 0.01% 971
2023
Q2 		– Sell
-84,200
Closed -$538K – 2374
2023
Q1 		$538K Buy
+84,200
New +$589K 0.01% 1147
2022
Q4 		– Sell
-56,000
Closed -$252K – 2868
2022
Q3 		$252K Sell
56,000
-79,100
-59% -$412K ﹤0.01% 2196
2022
Q2 		$721K Buy
135,100
+32,400
+32% +$187K 0.01% 1171
2022
Q1 		$636K Buy
102,700
+29,400
+40% +$183K 0.01% 1226
2021
Q4 		$400K Buy
73,300
+4,300
+6% +$24.2K ﹤0.01% 1381
2021
Q3 		$409K Buy
69,000
+47,000
+214% +$261K ﹤0.01% 1365
2021
Q2 		$119K Buy
+22,000
New +$122K ﹤0.01% 1777
2021
Q1 		– Sell
-27,200
Closed -$120K – 2021
2020
Q4 		$120K Buy
+27,200
New +$116K ﹤0.01% 1424
2019
Q3 		– Sell
-20,300
Closed -$96K – 1162
2019
Q2 		$96K Buy
+20,300
New +$97.5K ﹤0.01% 936

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

Steve Schonfeld's MUFG Position: Q1 2026 in Review

Steve Schonfeld sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2026, closing a stake of 55,762 shares — an estimated $884K sold.

Steve Schonfeld first reported a position in MUFG in Q2 2019 and held it in 14 quarters. The position peaked at $1.35M in Q2 2025. 539 funds tracked by Wall St. Rank hold MUFG as of Q1 2026.

  • Steve Schonfeld reported no remaining Mitsubishi UFJ Financial position as of Q1 2026 after selling out during the quarter.
  • Steve Schonfeld sold 55,762 Mitsubishi UFJ Financial shares in Q1 2026, an estimated $884K.
  • Steve Schonfeld first reported a position in Mitsubishi UFJ Financial in Q2 2019 and held it in 14 quarters.
  • Steve Schonfeld's Mitsubishi UFJ Financial position peaked at $1.35M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2026, filed 15 May 2026.