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Financial Advocates Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Financial Advocates Investment 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 		– Sell
-14,539
Closed -$198K – 719
2025
Q1 		$198K Buy
+14,539
New +$187K 0.01% 678

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Bank of America
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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 $6.73T AUM 46.02% 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

Financial Advocates Investment Management's MUFG Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 14,539 shares — an estimated $198K sold.

Financial Advocates Investment Management first reported a position in MUFG in Q1 2025 and held it in 1 quarter. The position peaked at $198K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,539 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $198K.
  • Financial Advocates Investment Management first reported a position in Mitsubishi UFJ Financial in Q1 2025 and held it in 1 quarter.
  • Financial Advocates Investment Management's Mitsubishi UFJ Financial position peaked at $198K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.