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Moody National Bank Trust Division’s Mitsubishi UFJ Financial MUFG Stock Holding History

Moody National Bank Trust Division’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 		$278K Sell
12,044
-5,307
-31% -$120K 0.02% 431
2026
Q2 		$345K Sell
17,351
-1,430
-8% -$26.9K 0.03% 396
2026
Q1 		$319K Buy
18,781
+1,623
+9% +$28.9K 0.03% 409
2025
Q4 		$272K Buy
17,158
+4,089
+31% +$63.2K 0.03% 423
2025
Q3 		$208K Buy
13,069
+597
+5% +$8.84K 0.02% 479
2025
Q2 		$171K Sell
12,472
-3,449
-22% -$44.6K 0.02% 487
2025
Q1 		$217K Buy
15,921
+3,921
+33% +$50.5K 0.02% 460
2024
Q4 		$141K Sell
12,000
-5
-0% -$56 0.01% 469
2024
Q3 		$122K Buy
+12,005
New +$127K 0.01% 456
2022
Q2 		– Sell
-31,660
Closed -$196K – 529
2022
Q1 		$196K Hold
31,660
– – 0.01% 357
2021
Q4 		$173K Sell
31,660
-218,050
-87% -$1.23M 0.01% 366
2021
Q3 		$1.48M Hold
249,710
– – 0.02% 259
2021
Q2 		$1.35M Hold
249,710
– – 0.03% 263
2021
Q1 		$1.34M Hold
249,710
– – 0.03% 261
2020
Q4 		$1.11M Buy
249,710
+3,160
+1% +$13.4K 0.03% 261
2020
Q3 		$989K Sell
246,550
-3,429
-1% -$13.8K 0.03% 246
2020
Q2 		$982K Buy
249,979
+349
+0.1% +$1.38K 0.03% 243
2020
Q1 		$914K Sell
249,630
-1,893
-0.8% -$9.02K 0.03% 228
2019
Q4 		$1.37M Hold
251,523
– – 0.04% 217
2019
Q3 		$1.28M Buy
251,523
+1,893
+0.8% +$9.28K 0.04% 223
2019
Q2 		$1.19M Buy
249,630
+312
+0.1% +$1.5K 0.03% 225
2019
Q1 		$1.23M Hold
249,318
– – 0.03% 223
2018
Q4 		$1.21M Buy
249,318
+2,768
+1% +$15.7K 0.03% 215
2018
Q3 		$1.53M Buy
+246,550
New +$1.49M 0.04% 206
2016
Q2 		– Sell
-21,800
Closed -$100K – 264
2016
Q1 		$100K Hold
21,800
– – 0.01% 251
2015
Q4 		$136K Hold
21,800
– – 0.01% 235
2015
Q3 		$133K Hold
21,800
– – 0.01% 232
2015
Q2 		$157K Hold
21,800
– – 0.01% 230
2015
Q1 		$136K Hold
21,800
– – 0.01% 231
2014
Q4 		$121K Hold
21,800
– – 0.01% 256
2014
Q3 		$122K Hold
21,800
– – 0.01% 246
2014
Q2 		$134K Hold
21,800
– – 0.01% 261
2014
Q1 		$121K Hold
21,800
– – 0.01% 239
2013
Q4 		$146K Hold
21,800
– – 0.01% 240
2013
Q3 		$140K Hold
21,800
– – 0.01% 232
2013
Q2 		$135K Buy
+21,800
New +$140K 0.01% 228

Other funds holding MUFG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Moody National Bank Trust Division's MUFG Position: Q3 2026 in Review

Moody National Bank Trust Division reduced its Mitsubishi UFJ Financial (MUFG) stake by 31% in Q3 2026, selling an estimated $120K and leaving 12,044 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #431.

Moody National Bank Trust Division first reported a position in MUFG in Q2 2013 and has held it in 36 quarters since. The position peaked at $1.53M in Q3 2018. 19 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Moody National Bank Trust Division held 12,044 shares of Mitsubishi UFJ Financial worth $278K as of Q3 2026.
  • Moody National Bank Trust Division sold 5,307 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $120K.
  • Mitsubishi UFJ Financial made up 0.02% of Moody National Bank Trust Division's portfolio in Q3 2026, its #431 holding.
  • Moody National Bank Trust Division first reported a position in Mitsubishi UFJ Financial in Q2 2013 and has held it in 36 quarters since.
  • Moody National Bank Trust Division's Mitsubishi UFJ Financial position peaked at $1.53M in Q3 2018.
  • 19 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.