Avantax Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Avantax Advisory Services’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	$2.6M	Buy	189,693 +8,417	+5%	+$109K	0.01%	678
2025 Q1	$2.47M	Sell	181,276 -47,366	-21%	-$610K	0.02%	659
2024 Q4	$2.68M	Buy	228,642 +17,817	+8%	+$200K	0.02%	596
2024 Q3	$2.15M	Buy	210,825 +4,595	+2%	+$48.5K	0.01%	671
2024 Q2	$2.23M	Buy	+206,230	New	+$2.09M	0.02%	619

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Avantax Advisory Services's MUFG Position: Q2 2025 in Review

Avantax Advisory Services increased its Mitsubishi UFJ Financial (MUFG) stake by 4.6% in Q2 2025, buying an estimated $109K and bringing the position to 189,693 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #678.

Avantax Advisory Services first reported a position in MUFG in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.68M in Q4 2024. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

Avantax Advisory Services held 189,693 shares of Mitsubishi UFJ Financial worth $2.6M as of Q2 2025.
Avantax Advisory Services bought 8,417 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $109K.
Mitsubishi UFJ Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #678 holding.
Avantax Advisory Services first reported a position in Mitsubishi UFJ Financial in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's Mitsubishi UFJ Financial position peaked at $2.68M in Q4 2024.
486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.