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Congress Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Congress Wealth Management’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 		$1.24M Buy
90,035
+14,844
+20% +$192K 0.01% 656
2025
Q1 		$1.03M Buy
75,191
+144
+0.2% +$1.85K 0.01% 630
2024
Q4 		$880K Buy
75,047
+6,667
+10% +$75K 0.01% 538
2024
Q3 		$696K Buy
+68,380
New +$722K 0.01% 581

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Congress Wealth Management's MUFG Position: Q2 2025 in Review

Congress Wealth Management increased its Mitsubishi UFJ Financial (MUFG) stake by 20% in Q2 2025, buying an estimated $192K and bringing the position to 90,035 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #656.

Congress Wealth Management first reported a position in MUFG in Q3 2024 and has held it in 4 quarters since. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Congress Wealth Management held 90,035 shares of Mitsubishi UFJ Financial worth $1.24M as of Q2 2025.
  • Congress Wealth Management bought 14,844 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $192K.
  • Mitsubishi UFJ Financial made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #656 holding.
  • Congress Wealth Management first reported a position in Mitsubishi UFJ Financial in Q3 2024 and has held it in 4 quarters since.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.