VanderPol Investments’s Mitsubishi UFJ Financial MUFG Stock Holding History

VanderPol Investments’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	$188K	Sell	11,871 -3,197	-21%	-$49.4K	0.33%	58
2025 Q3	$223K	Buy	15,068 +601	+4%	+$8.9K	0.39%	55
2025 Q2	$198K	Sell	14,467 -1,528	-10%	-$19.8K	0.42%	55
2025 Q1	$218K	Sell	15,995 -3,246	-17%	-$41.8K	0.46%	49
2024 Q4	$226K	Sell	19,241 -590	-3%	-$6.63K	0.49%	46
2024 Q3	$202K	Buy	19,831 +620	+3%	+$6.54K	0.45%	48
2024 Q2	$207K	Hold	19,211	–	–	0.63%	42
2024 Q1	$197K	Sell	19,211 -5,186	-21%	-$50.2K	0.56%	44
2023 Q4	$210K	Buy	+24,397	New	+$206K	0.72%	38

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

VanderPol Investments's MUFG Position: Q4 2025 in Review

VanderPol Investments reduced its Mitsubishi UFJ Financial (MUFG) stake by 21% in Q4 2025, selling an estimated $49.4K and leaving 11,871 shares worth $188K. The position accounts for 0.33% of the portfolio, ranked #58.

VanderPol Investments first reported a position in MUFG in Q4 2023 and has held it in 9 quarters since. The position peaked at $226K in Q4 2024. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

VanderPol Investments held 11,871 shares of Mitsubishi UFJ Financial worth $188K as of Q4 2025.
VanderPol Investments sold 3,197 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $49.4K.
Mitsubishi UFJ Financial made up 0.33% of VanderPol Investments's portfolio in Q4 2025, its #58 holding.
VanderPol Investments first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 9 quarters since.
VanderPol Investments's Mitsubishi UFJ Financial position peaked at $226K in Q4 2024.
530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.