FORA Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

FORA Capital’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	-161,354	Closed	-$2.2M	–	635
2025 Q1	$2.2M	Buy	+161,354	New	+$2.08M	0.22%	144
2020 Q1	–	Sell	-12,217	Closed	-$66K	–	1225
2019 Q4	$66K	Buy	+12,217	New	+$64.5K	0.01%	849

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

FORA Capital's MUFG Position: Q2 2025 in Review

FORA Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 161,354 shares — an estimated $2.2M sold.

FORA Capital first reported a position in MUFG in Q4 2019 and held it in 2 quarters. The position peaked at $2.2M in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

FORA Capital reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 161,354 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $2.2M.
FORA Capital first reported a position in Mitsubishi UFJ Financial in Q4 2019 and held it in 2 quarters.
FORA Capital's Mitsubishi UFJ Financial position peaked at $2.2M in Q1 2025.
486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.