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Carter Financial Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Carter Financial Group’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
Q4 		– Sell
-16,752
Closed -$267K – 129
2025
Q3 		$267K Buy
+16,752
New +$248K 0.16% 92

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BlackRock
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Morgan Stanley
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ClearBridge Investments
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Chevy Chase Trust
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Carter Financial Group's MUFG Position: Q4 2025 in Review

Carter Financial Group sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 16,752 shares — an estimated $267K sold.

Carter Financial Group first reported a position in MUFG in Q3 2025 and held it in 1 quarter. The position peaked at $267K in Q3 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Carter Financial Group reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
  • Carter Financial Group sold 16,752 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $267K.
  • Carter Financial Group first reported a position in Mitsubishi UFJ Financial in Q3 2025 and held it in 1 quarter.
  • Carter Financial Group's Mitsubishi UFJ Financial position peaked at $267K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Carter Financial Group's 13F filing for Q4 2025, filed 13 Feb 2026.