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SVB Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

SVB Wealth’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
-11,575
Closed -$159K – 419
2025
Q2 		$159K Buy
+11,575
New +$150K 0.01% 413
2025
Q1 		– Sell
-23,827
Closed -$279K – 1684
2024
Q4 		$279K Buy
+23,827
New +$268K 0.01% 583
2024
Q3 		– Sell
-27,566
Closed -$298K – 390
2024
Q2 		$298K Sell
27,566
-5,189
-16% -$52.6K 0.01% 564
2024
Q1 		$335K Sell
32,755
-2,947
-8% -$28.5K 0.01% 596
2023
Q4 		$307K Buy
35,702
+2,233
+7% +$18.8K 0.01% 621
2023
Q3 		$284K Sell
33,469
-3,074
-8% -$24.5K 0.01% 627
2023
Q2 		$269K Sell
36,543
-1,954
-5% -$13K ﹤0.01% 725
2023
Q1 		$246K Sell
38,497
-368
-0.9% -$2.58K ﹤0.01% 811
2022
Q4 		$259K Buy
38,865
+1,934
+5% +$10K ﹤0.01% 804
2022
Q3 		$167K Buy
36,931
+1,295
+4% +$6.74K ﹤0.01% 877
2022
Q2 		$190K Buy
35,636
+62
+0.2% +$357 ﹤0.01% 690
2022
Q1 		$220K Sell
35,574
-1,280
-3% -$7.95K ﹤0.01% 674
2021
Q4 		$201K Sell
36,854
-135,893
-79% -$765K ﹤0.01% 710
2021
Q3 		$1.02M Buy
172,747
+67,824
+65% +$377K 0.01% 385
2021
Q2 		$569K Buy
104,923
+57,793
+123% +$321K 0.01% 542
2021
Q1 		$253K Buy
47,130
+6,338
+16% +$32.7K ﹤0.01% 759
2020
Q4 		$180K Buy
40,792
+11,382
+39% +$48.4K ﹤0.01% 758
2020
Q3 		$118K Buy
29,410
+542
+2% +$2.19K ﹤0.01% 670
2020
Q2 		$113K Buy
+28,868
New +$114K ﹤0.01% 570
2020
Q1 		– Sell
-18,148
Closed -$98K – 653
2019
Q4 		$98K Buy
+18,148
New +$95.8K ﹤0.01% 594

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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

SVB Wealth's MUFG Position: Q3 2025 in Review

SVB Wealth sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 11,575 shares — an estimated $159K sold.

SVB Wealth first reported a position in MUFG in Q4 2019 and held it in 20 quarters. The position peaked at $1.02M in Q3 2021. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • SVB Wealth reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • SVB Wealth sold 11,575 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $159K.
  • SVB Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 20 quarters.
  • SVB Wealth's Mitsubishi UFJ Financial position peaked at $1.02M in Q3 2021.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on SVB Wealth's 13F filing for Q3 2025, filed 6 Nov 2025.