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Claro Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Claro Advisors’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 		– Sell
-32,211
Closed -$439K – 467
2025
Q1 		$439K Buy
32,211
+1,588
+5% +$20.5K 0.06% 294
2024
Q4 		$359K Sell
30,623
-649
-2% -$7.3K 0.05% 315
2024
Q3 		$318K Buy
31,272
+141
+0.5% +$1.49K 0.04% 364
2024
Q2 		$336K Buy
31,131
+1,098
+4% +$11.1K 0.05% 301
2024
Q1 		$307K Buy
30,033
+2,331
+8% +$22.6K 0.05% 318
2023
Q4 		$239K Buy
27,702
+94
+0.3% +$793 0.05% 335
2023
Q3 		$234K Buy
27,608
+126
+0.5% +$1K 0.06% 318
2023
Q2 		$203K Sell
27,482
-630
-2% -$4.2K 0.05% 347
2023
Q1 		$180K Buy
28,112
+890
+3% +$6.23K 0.05% 327
2022
Q4 		$182K Buy
27,222
+1,627
+6% +$8.42K 0.06% 291
2022
Q3 		$137K Hold
25,595
– – 0.05% 260
2022
Q2 		$137K Buy
+25,595
New +$147K 0.05% 260

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

Claro Advisors's MUFG Position: Q2 2025 in Review

Claro Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 32,211 shares — an estimated $439K sold.

Claro Advisors first reported a position in MUFG in Q2 2022 and held it in 12 quarters. The position peaked at $439K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Claro Advisors reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Claro Advisors sold 32,211 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $439K.
  • Claro Advisors first reported a position in Mitsubishi UFJ Financial in Q2 2022 and held it in 12 quarters.
  • Claro Advisors's Mitsubishi UFJ Financial position peaked at $439K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.