Corient IA’s Mitsubishi UFJ Financial MUFG Stock Holding History

Corient IA’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 Q3	–	Sell	-10,000	Closed	-$137K	–	264
2025 Q2	$137K	Buy	+10,000	New	+$129K	0.08%	300

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Corient IA's MUFG Position: Q3 2025 in Review

Corient IA sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 10,000 shares — an estimated $137K sold.

Corient IA first reported a position in MUFG in Q2 2025 and held it in 1 quarter. The position peaked at $137K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

Corient IA reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
Corient IA sold 10,000 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $137K.
Corient IA first reported a position in Mitsubishi UFJ Financial in Q2 2025 and held it in 1 quarter.
Corient IA's Mitsubishi UFJ Financial position peaked at $137K in Q2 2025.
487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.