AWS
MUFG icon

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
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