Foster Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Foster Group’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	$458K	Sell	19,854 -381	-2%	-$8.59K	0.01%	192
2026 Q2	$402K	Buy	20,235 +2,647	+15%	+$49.9K	0.01%	203
2026 Q1	$298K	Buy	17,588 +304	+2%	+$5.41K	0.01%	215
2025 Q4	$274K	Buy	17,284 +473	+3%	+$7.31K	0.01%	229
2025 Q3	$268K	Buy	16,811 +600	+4%	+$8.88K	0.01%	218
2025 Q2	$222K	Sell	16,211 -1,661	-9%	-$21.5K	0.01%	228
2025 Q1	$244K	Buy	17,872 +7,215	+68%	+$92.9K	0.01%	185
2024 Q4	$125K	Buy	10,657 +655	+7%	+$7.36K	﹤0.01%	193
2024 Q3	$102K	Hold	10,002	–	–	﹤0.01%	202
2024 Q2	$108K	Buy	+10,002	New	+$101K	﹤0.01%	196

Other funds holding MUFG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

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 Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Foster Group's MUFG Position: Q3 2026 in Review

Foster Group reduced its Mitsubishi UFJ Financial (MUFG) stake by 1.9% in Q3 2026, selling an estimated $8.59K and leaving 19,854 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #192.

Foster Group first reported a position in MUFG in Q2 2024 and has held it in 10 quarters since. 80 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

Foster Group held 19,854 shares of Mitsubishi UFJ Financial worth $458K as of Q3 2026.
Foster Group sold 381 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $8.59K.
Mitsubishi UFJ Financial made up 0.01% of Foster Group's portfolio in Q3 2026, its #192 holding.
Foster Group first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 10 quarters since.
80 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.