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Financial Gravity Companies’s Mitsubishi UFJ Financial MUFG Stock Holding History

Financial Gravity Companies’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 		$645 Buy
+47
New +$608 ﹤0.01% 838
2024
Q4 		$551 Hold
47
– – ﹤0.01% 856
2024
Q3 		$478 Buy
+47
New +$496 ﹤0.01% 592
2018
Q1 		– Sell
-601
Closed -$5K – 1549
2017
Q4 		$5K Buy
+601
New +$4.1K 0.01% 722

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

Financial Gravity Companies's MUFG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2025: 47 shares worth $645. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MUFG as recently as Q4 2024.

Financial Gravity Companies first reported a position in MUFG in Q4 2017 and has held it in 4 quarters since. The position peaked at $5K in Q4 2017. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Financial Gravity Companies held 47 shares of Mitsubishi UFJ Financial worth $645 as of Q2 2025.
  • Mitsubishi UFJ Financial was a new Financial Gravity Companies position in Q2 2025.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #838 holding.
  • Financial Gravity Companies first reported a position in Mitsubishi UFJ Financial in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Mitsubishi UFJ Financial position peaked at $5K in Q4 2017.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.