MUFG — MITSUBISHI UFJ FINANCIAL (MTU) COM

Ownership history in AUGUSTINE ASSET MANAGEMENT INC  ·  31 quarters on record

AI Ownership Summary

AUGUSTINE ASSET MANAGEMENT INC reported MITSUBISHI UFJ FINANCIAL (MTU) COM (MUFG) in 31 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.47% in 2024 Q2. The latest visible filing shows MUFG at 1.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MUFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AUGUSTINE ASSET MANAGEMENT INC's position in MITSUBISHI UFJ FINANCIAL (MTU) COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MUFG was reported at 1.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.47% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUFG stock page AUGUSTINE ASSET MANAGEMENT INC fund profile AUGUSTINE ASSET MANAGEMENT INC full holdings
How AUGUSTINE ASSET MANAGEMENT INC held MUFG — position size vs. price
% of Fund (quarterly)    MUFG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 351,348 +431 +0.1% 1.11% $5.6M 2026-02-14 (Est.) $19.73
2025 Q3 REDUCED 350,917 -3,923 -1.1% 1.13% $5.6M 2025-10-22 $15.04
2025 Q2 ADDED 354,840 +2,962 +0.8% 1.30% $4.9M 2025-07-16 $13.35
2025 Q1 ADDED 351,878 +1,665 +0.5% 1.40% $4.8M 2025-04-25 $12.27
2024 Q4 REDUCED 350,213 -8,693 -2.4% 1.08% $4.1M 2025-01-29 $12.49
2024 Q3 ADDED 358,906 +5,334 +1.5% 1.28% $3.7M 2024-10-25 $10.02
2024 Q2 ADDED 353,572 +124,668 +54.5% 1.47% $3.8M 2024-08-01 $10.66
2024 Q1 REDUCED 228,904 -7,823 -3.3% 0.98% $2.3M 2024-04-26 $9.56
2023 Q4 ADDED 236,727 +178,998 +310.1% 0.90% $2.0M 2024-01-24 $8.97
2023 Q3 REDUCED 57,729 -18 -0.0% 0.23% $490K 2023-11-14 $8.40
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MUFG

As of 2025 Q4 — sorted by position size

DV EQUITIES, LLC 2.43% Aristotle Capital Management, LLC 3Y 7Y 1.71% SELDON CAPITAL LP 3Y 1.29% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.25% Altman Advisors, Inc. 3Y 7Y 1.21% Permanens Capital L.P. 3Y 7Y 1.1% Ramirez Asset Management, Inc. 0.99% Alaethes Wealth, LLC 3Y 0.89% JCIC Asset Management Inc. 3Y 7Y 0.87% Guardian Partners Inc. 0.85%

FAQ About AUGUSTINE ASSET MANAGEMENT INC and MUFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has AUGUSTINE ASSET MANAGEMENT INC reported owning MUFG?

AUGUSTINE ASSET MANAGEMENT INC reported MUFG across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MUFG position in AUGUSTINE ASSET MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MUFG was 1.47% in 2024 Q2.

What is the latest reported MUFG position on this page?

The most recent filing on this page is 2025 Q4, when AUGUSTINE ASSET MANAGEMENT INC reported 351,348 shares, equal to 1.11% of portfolio, with an estimated market value of $5.6M.

What does the chart on this MUFG ownership page compare?

The chart compares AUGUSTINE ASSET MANAGEMENT INC's quarterly MUFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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