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FSA Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

FSA Wealth 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
Q3 		$19.1K Hold
1,200
– – 0.01% 254
2025
Q2 		$16.5K Buy
1,200
+100
+9% +$1.29K 0.01% 250
2025
Q1 		$15K Buy
1,100
+100
+10% +$1.29K 0.01% 246
2024
Q4 		$11.7K Hold
1,000
– – ﹤0.01% 282
2024
Q3 		$10.2K Buy
+1,000
New +$10.6K ﹤0.01% 303
2024
Q1 		$20.5K Hold
2,000
– – 0.01% 249
2023
Q4 		$17K Buy
+2,000
New +$16.9K 0.01% 253

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

FSA Wealth Management's MUFG Position: Q3 2025 in Review

FSA Wealth Management held its Mitsubishi UFJ Financial (MUFG) position steady in Q3 2025 at 1,200 shares worth $19.1K. The position accounts for 0.01% of the portfolio, ranked #254.

FSA Wealth Management first reported a position in MUFG in Q4 2023 and has held it in 7 quarters since. The position peaked at $20.5K in Q1 2024. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • FSA Wealth Management held 1,200 shares of Mitsubishi UFJ Financial worth $19.1K as of Q3 2025.
  • FSA Wealth Management left its Mitsubishi UFJ Financial share count unchanged in Q3 2025.
  • Mitsubishi UFJ Financial made up 0.01% of FSA Wealth Management's portfolio in Q3 2025, its #254 holding.
  • FSA Wealth Management first reported a position in Mitsubishi UFJ Financial in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's Mitsubishi UFJ Financial position peaked at $20.5K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.