Kovitz Investment Group Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kovitz Investment Group Partners’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	-52,575	Closed	-$839K	–	1009
2025 Q3	$839K	Buy	52,575 +2,300	+5%	+$34.1K	﹤0.01%	882
2025 Q2	$690K	Sell	50,275 -1,996	-4%	-$25.8K	﹤0.01%	882
2025 Q1	$712K	Sell	52,271 -7,694	-13%	-$99.1K	﹤0.01%	825
2024 Q4	$703K	Sell	59,965 -2,969	-5%	-$33.4K	﹤0.01%	808
2024 Q3	$605K	Sell	62,934 -2,794	-4%	-$29.5K	﹤0.01%	722
2024 Q2	$710K	Sell	65,728 -25,829	-28%	-$262K	0.01%	606
2024 Q1	$937K	Buy	+91,557	New	+$886K	0.01%	421

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Kovitz Investment Group Partners's MUFG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 52,575 shares — an estimated $839K sold.

Kovitz Investment Group Partners first reported a position in MUFG in Q1 2024 and held it in 7 quarters. The position peaked at $937K in Q1 2024. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 52,575 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $839K.
Kovitz Investment Group Partners first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 7 quarters.
Kovitz Investment Group Partners's Mitsubishi UFJ Financial position peaked at $937K in Q1 2024.
530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.