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Fountainhead AM’s Mitsubishi UFJ Financial MUFG Stock Holding History

Fountainhead AM’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
Q3 		– Sell
-12,943
Closed -$178K – 233
2025
Q2 		$178K Sell
12,943
-53
-0.4% -$685 0.03% 207
2025
Q1 		$177K Buy
12,996
+190
+1% +$2.45K 0.03% 183
2024
Q4 		$150K Hold
12,806
– – 0.03% 164
2024
Q3 		$130K Hold
12,806
– – 0.03% 143
2024
Q2 		$138K Buy
+12,806
New +$130K 0.03% 137

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

Fountainhead AM's MUFG Position: Q3 2025 in Review

Fountainhead AM sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 12,943 shares — an estimated $178K sold.

Fountainhead AM first reported a position in MUFG in Q2 2024 and held it in 5 quarters. The position peaked at $178K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Fountainhead AM reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Fountainhead AM sold 12,943 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $178K.
  • Fountainhead AM first reported a position in Mitsubishi UFJ Financial in Q2 2024 and held it in 5 quarters.
  • Fountainhead AM's Mitsubishi UFJ Financial position peaked at $178K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Fountainhead AM's 13F filing for Q3 2025, filed 21 Oct 2025.