WOC
MUFG icon

West Oak Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

West Oak Capital’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 		$159 Hold
1,000
– – 0.01% 202
2025
Q2 		$137 Hold
1,000
– – 0.01% 231
2025
Q1 		$136 Hold
1,000
– – 0.01% 231
2024
Q4 		$117K Hold
1,000
– – ﹤0.01% 237
2024
Q3 		$102 Hold
1,000
– – ﹤0.01% 246
2024
Q2 		$10.8K Buy
+1,000
New +$10.1K ﹤0.01% 247

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

West Oak Capital's MUFG Position: Q3 2025 in Review

West Oak Capital held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2025 at 1,000 shares worth $159. The position accounts for 0.01% of the portfolio, ranked #202.

West Oak Capital first reported a position in MUFG in Q2 2024 and has held it in 6 quarters since. The position peaked at $117K in Q4 2024. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • West Oak Capital held 1,000 shares of Mitsubishi UFJ Financial worth $159 as of Q3 2025.
  • West Oak Capital left its Mitsubishi UFJ Financial share count unchanged in Q3 2025.
  • Mitsubishi UFJ Financial made up 0.01% of West Oak Capital's portfolio in Q3 2025, its #202 holding.
  • West Oak Capital first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 6 quarters since.
  • West Oak Capital's Mitsubishi UFJ Financial position peaked at $117K in Q4 2024.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.