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Continuum Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History

Continuum Advisory’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
-114
Closed -$1.55K – 1148
2025
Q1 		$1.55K Sell
114
-255
-69% -$3.29K ﹤0.01% 1432
2024
Q4 		$4.33K Hold
369
– – ﹤0.01% 1173
2024
Q3 		$4.45K Buy
369
+49
+15% +$517 ﹤0.01% 1187
2024
Q2 		$3.46K Sell
320
-12
-4% -$122 ﹤0.01% 1170
2024
Q1 		$3.42K Buy
+332
New +$3.21K ﹤0.01% 1152

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

Continuum Advisory's MUFG Position: Q2 2025 in Review

Continuum Advisory sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 114 shares — an estimated $1.55K sold.

Continuum Advisory first reported a position in MUFG in Q1 2024 and held it in 5 quarters. The position peaked at $4.45K in Q3 2024. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Continuum Advisory reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 114 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $1.55K.
  • Continuum Advisory first reported a position in Mitsubishi UFJ Financial in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Mitsubishi UFJ Financial position peaked at $4.45K in Q3 2024.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.