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

Augustine 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
Q3 		$7.9M Sell
342,494
-4,007
-1% -$90.4K 1.7% 14
2026
Q2 		$6.89M Sell
346,501
-3,959
-1% -$74.6K 1.4% 15
2026
Q1 		$5.95M Sell
350,460
-888
-0.3% -$15.8K 1.34% 16
2025
Q4 		$5.57M Buy
351,348
+431
+0.1% +$6.66K 1.11% 15
2025
Q3 		$5.59M Sell
350,917
-3,923
-1% -$58.1K 1.13% 12
2025
Q2 		$4.87M Buy
354,840
+2,962
+0.8% +$38.3K 1.3% 15
2025
Q1 		$4.8M Buy
351,878
+1,665
+0.5% +$21.4K 1.4% 15
2024
Q4 		$4.1M Sell
350,213
-8,693
-2% -$97.7K 1.08% 17
2024
Q3 		$3.65M Buy
358,906
+5,334
+2% +$56.3K 1.28% 19
2024
Q2 		$3.82M Buy
353,572
+124,668
+54% +$1.26M 1.47% 17
2024
Q1 		$2.34M Sell
228,904
-7,823
-3% -$75.7K 0.98% 25
2023
Q4 		$2.04M Buy
236,727
+178,998
+310% +$1.51M 0.9% 25
2023
Q3 		$490K Sell
57,729
-18
-0% -$144 0.23% 59
2023
Q2 		$426K Hold
57,747
– – 0.2% 64
2023
Q1 		$369K Sell
57,747
-256
-0.4% -$1.79K 0.18% 73
2022
Q4 		$387K Sell
58,003
-1,389
-2% -$7.19K 0.21% 67
2022
Q3 		$267K Sell
59,392
-764
-1% -$3.98K 0.18% 71
2022
Q2 		$321K Sell
60,156
-11,631
-16% -$67K 0.2% 61
2022
Q1 		$444K Buy
71,787
+1,005
+1% +$6.24K 0.22% 55
2021
Q4 		$386K Sell
70,782
-301
-0.4% -$1.7K 0.19% 58
2021
Q3 		$422K Sell
71,083
-849
-1% -$4.72K 0.22% 53
2021
Q2 		$390K Buy
+71,932
New +$400K 0.2% 57

Other funds holding MUFG

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Boston Common Asset Management
Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return
HJIM
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FWA
Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Augustine Asset Management's MUFG Position: Q3 2026 in Review

Augustine Asset Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.2% in Q3 2026, selling an estimated $90.4K and leaving 342,494 shares worth $7.9M. The position accounts for 1.7% of the portfolio, ranked #14.

Augustine Asset Management first reported a position in MUFG in Q2 2021 and has held it in 22 quarters since. 75 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Augustine Asset Management held 342,494 shares of Mitsubishi UFJ Financial worth $7.9M as of Q3 2026.
  • Augustine Asset Management sold 4,007 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $90.4K.
  • Mitsubishi UFJ Financial made up 1.7% of Augustine Asset Management's portfolio in Q3 2026, its #14 holding.
  • Augustine Asset Management first reported a position in Mitsubishi UFJ Financial in Q2 2021 and has held it in 22 quarters since.
  • 75 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Augustine Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.