Atria Wealth Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Atria Wealth Solutions’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 Q2	$195K	Sell	14,201 -1,387	-9%	-$17.9K	﹤0.01%	1397
2025 Q1	$212K	Buy	15,588 +1,721	+12%	+$22.2K	﹤0.01%	1686
2024 Q4	$163K	Buy	13,867 +2,915	+27%	+$32.8K	﹤0.01%	1862
2024 Q3	$111K	Sell	10,952 -524	-5%	-$5.53K	﹤0.01%	1852
2024 Q2	$124K	Sell	11,476 -188	-2%	-$1.91K	﹤0.01%	1838
2024 Q1	$119K	Buy	11,664 +849	+8%	+$8.21K	﹤0.01%	1878
2023 Q4	$93.1K	Buy	10,815 +588	+6%	+$4.96K	﹤0.01%	1853
2023 Q3	$86.8K	Buy	+10,227	New	+$81.6K	﹤0.01%	1791

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Atria Wealth Solutions's MUFG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Mitsubishi UFJ Financial (MUFG) stake by 8.9% in Q2 2025, selling an estimated $17.9K and leaving 14,201 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Atria Wealth Solutions first reported a position in MUFG in Q3 2023 and has held it in 8 quarters since. The position peaked at $212K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

Atria Wealth Solutions held 14,201 shares of Mitsubishi UFJ Financial worth $195K as of Q2 2025.
Atria Wealth Solutions sold 1,387 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $17.9K.
Mitsubishi UFJ Financial made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1397 holding.
Atria Wealth Solutions first reported a position in Mitsubishi UFJ Financial in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's Mitsubishi UFJ Financial position peaked at $212K in Q1 2025.
486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.