Prudent Man Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Prudent Man Advisors’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 Q3	–	Sell	-14,498	Closed	-$199K	–	165
2025 Q2	$199K	Buy	14,498 +358	+3%	+$4.63K	0.06%	171
2025 Q1	$193K	Buy	+14,140	New	+$182K	0.07%	164
2022 Q3	–	Sell	-19,190	Closed	-$102K	–	173
2022 Q2	$102K	Sell	19,190 -2,361	-11%	-$13.6K	0.05%	157
2022 Q1	$133K	Hold	21,551	–	–	0.05%	182
2021 Q4	$118K	Sell	21,551 -5,625	-21%	-$31.7K	0.04%	183
2021 Q3	$161K	Hold	27,176	–	–	0.06%	203
2021 Q2	$147K	Buy	27,176 +856	+3%	+$4.76K	0.06%	206
2021 Q1	$142K	Sell	26,320 -39	-0.1%	-$201	0.06%	194
2020 Q4	$117K	Hold	26,359	–	–	0.05%	182
2020 Q3	$106K	Sell	26,359 -392	-1%	-$1.58K	0.06%	156
2020 Q2	$105K	Buy	+26,751	New	+$106K	0.09%	149

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Prudent Man Advisors's MUFG Position: Q3 2025 in Review

Prudent Man Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 14,498 shares — an estimated $199K sold.

Prudent Man Advisors first reported a position in MUFG in Q2 2020 and held it in 11 quarters. The position peaked at $199K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

Prudent Man Advisors reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
Prudent Man Advisors sold 14,498 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $199K.
Prudent Man Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2020 and held it in 11 quarters.
Prudent Man Advisors's Mitsubishi UFJ Financial position peaked at $199K in Q2 2025.
487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Prudent Man Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.