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Whittier Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Whittier Trust’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
-193,270
Closed -$2.65M – 1529
2025
Q2 		$2.65M Buy
193,270
+19,574
+11% +$253K 0.03% 260
2025
Q1 		$2.37M Buy
173,696
+18,755
+12% +$242K 0.03% 257
2024
Q4 		$1.82M Buy
154,941
+52,006
+51% +$585K 0.02% 292
2024
Q3 		$1.05M Buy
102,935
+18,495
+22% +$195K 0.01% 377
2024
Q2 		$912K Buy
84,440
+12,136
+17% +$123K 0.01% 373
2024
Q1 		$740K Buy
72,304
+22,446
+45% +$217K 0.01% 419
2023
Q4 		$429K Buy
49,858
+48,361
+3,231% +$408K 0.01% 505
2023
Q3 		$12.7K Hold
1,497
– – ﹤0.01% 1213
2023
Q2 		$11K Buy
+1,497
New +$9.97K ﹤0.01% 1253
2020
Q3 		– Sell
-1,000
Closed -$4K – 1477
2020
Q2 		$4K Hold
1,000
– – ﹤0.01% 1197
2020
Q1 		$4K Buy
+1,000
New +$4.77K ﹤0.01% 1256
2017
Q4 		– Sell
-2,079
Closed -$13K – 1331
2017
Q3 		$13K Buy
+2,079
New +$13.1K ﹤0.01% 985
2017
Q2 		– Sell
-656
Closed -$4K – 1300
2017
Q1 		$4K Buy
+656
New +$4.29K ﹤0.01% 1191

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

Whittier Trust's MUFG Position: Q3 2025 in Review

Whittier Trust sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 193,270 shares — an estimated $2.65M sold.

Whittier Trust first reported a position in MUFG in Q1 2017 and held it in 13 quarters. The position peaked at $2.65M in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Whittier Trust reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 193,270 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $2.65M.
  • Whittier Trust first reported a position in Mitsubishi UFJ Financial in Q1 2017 and held it in 13 quarters.
  • Whittier Trust's Mitsubishi UFJ Financial position peaked at $2.65M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.