Principal Street Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Principal Street 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	-11,933	Closed	-$190K	–	266
2025 Q3	$190K	Sell	11,933 -10,453	-47%	-$155K	0.03%	254
2025 Q2	$307K	Buy	22,386 +11,193	+100%	+$145K	0.03%	271
2025 Q1	$153K	Hold	11,193	–	–	0.03%	233
2024 Q4	$131K	Hold	11,193	–	–	0.03%	228
2024 Q3	$121K	Hold	11,193	–	–	0.02%	230
2024 Q2	$121K	Hold	11,193	–	–	0.02%	248
2024 Q1	$115K	Hold	11,193	–	–	0.02%	252
2023 Q4	$96.4K	Buy	+11,193	New	+$94.4K	0.02%	213
2023 Q1	–	Sell	-25,182	Closed	-$168K	–	233
2022 Q4	$168K	Buy	25,182 +1,617	+7%	+$8.37K	0.04%	224
2022 Q3	$106K	Buy	23,565 +10,720	+83%	+$55.8K	0.03%	198
2022 Q2	$69K	Buy	+12,845	New	+$74K	0.02%	203

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Principal Street Partners's MUFG Position: Q4 2025 in Review

Principal Street Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 11,933 shares — an estimated $190K sold.

Principal Street Partners first reported a position in MUFG in Q2 2022 and held it in 11 quarters. The position peaked at $307K in Q2 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

Principal Street Partners reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
Principal Street Partners sold 11,933 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $190K.
Principal Street Partners first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 11 quarters.
Principal Street Partners's Mitsubishi UFJ Financial position peaked at $307K in Q2 2025.
530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.