Ameritas Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-2,685	Closed	-$42.8K	–	1691
2025 Q3	$42.8K	Buy	2,685 +72	+3%	+$1.07K	﹤0.01%	1146
2025 Q2	$35.9K	Buy	+2,613	New	+$33.8K	﹤0.01%	1462
2023 Q2	–	Sell	-136	Closed	-$869	–	1810
2023 Q1	$869	Buy	+136	New	+$952	﹤0.01%	2568

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Ameritas Advisory Services's MUFG Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 2,685 shares — an estimated $42.8K sold.

Ameritas Advisory Services first reported a position in MUFG in Q1 2023 and held it in 3 quarters. The position peaked at $42.8K in Q3 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

Ameritas Advisory Services reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,685 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $42.8K.
Ameritas Advisory Services first reported a position in Mitsubishi UFJ Financial in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Mitsubishi UFJ Financial position peaked at $42.8K in Q3 2025.
530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.