UMB Bank’s Mitsubishi UFJ Financial MUFG Stock Holding History

UMB Bank’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	$14.7K	Hold	867	–	–	﹤0.01%	1701
2025 Q4	$13.8K	Hold	867	–	–	﹤0.01%	1693
2025 Q3	$13.8K	Sell	867 -11	-1%	-$163	﹤0.01%	1553
2025 Q2	$12K	Hold	878	–	–	﹤0.01%	1539
2025 Q1	$12K	Buy	+878	New	+$11.3K	﹤0.01%	1483
2024 Q4	–	Sell	-125	Closed	-$1.27K	–	2136
2024 Q3	$1.27K	Buy	+125	New	+$1.32K	﹤0.01%	2041
2023 Q4	–	Sell	-757	Closed	-$6.43K	–	1692
2023 Q3	$6.43K	Hold	757	–	–	﹤0.01%	1373
2023 Q2	$5.58K	Hold	757	–	–	﹤0.01%	1400
2023 Q1	$4.84K	Hold	757	–	–	﹤0.01%	1417
2022 Q4	$5K	Sell	757 -2,062	-73%	-$10.7K	﹤0.01%	1438
2022 Q3	$13K	Sell	2,819 -1,184	-30%	-$6.16K	﹤0.01%	1239
2022 Q2	$21K	Sell	4,003 -1,274	-24%	-$7.34K	﹤0.01%	1158
2022 Q1	$33K	Hold	5,277	–	–	﹤0.01%	1078
2021 Q4	$29K	Buy	+5,277	New	+$29.7K	﹤0.01%	1156

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