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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

Other funds holding MUFG

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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

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.