MFG
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Mendota Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-147
Closed -$1.72K – 277
2024
Q4 		$1.72K Sell
147
-42
-22% -$472 ﹤0.01% 296
2024
Q3 		$1.93K Buy
189
+35
+23% +$369 ﹤0.01% 315
2024
Q2 		$1.66K Buy
+154
New +$1.56K ﹤0.01% 285

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Mendota Financial Group's MUFG Position: Q1 2025 in Review

Mendota Financial Group sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 147 shares — an estimated $1.72K sold.

Mendota Financial Group first reported a position in MUFG in Q2 2024 and held it in 3 quarters. The position peaked at $1.93K in Q3 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Mendota Financial Group reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 147 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $1.72K.
  • Mendota Financial Group first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 3 quarters.
  • Mendota Financial Group's Mitsubishi UFJ Financial position peaked at $1.93K in Q3 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.