CWM
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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

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Bank of America
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Goldman Sachs
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Natixis Advisors
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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