Cheviot Value Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Cheviot Value 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	$3.64K	Buy	+158	New	+$3.56K	﹤0.01%	388

Other funds holding MUFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cheviot Value Management's MUFG Position: Q3 2026 in Review

Cheviot Value Management opened a new position in Mitsubishi UFJ Financial (MUFG) in Q3 2026: 158 shares worth $3.64K. The stake represents ﹤0.01% of the portfolio and ranks #388 among its holdings.

374 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Cheviot Value Management held 158 shares of Mitsubishi UFJ Financial worth $3.64K as of Q3 2026.
Mitsubishi UFJ Financial was a new Cheviot Value Management position in Q3 2026.
Mitsubishi UFJ Financial made up ﹤0.01% of Cheviot Value Management's portfolio in Q3 2026, its #388 holding.
374 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Cheviot Value Management's 13F filing for Q3 2026, filed 9 Nov 2026.