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Global Financial Private Client’s Mitsubishi UFJ Financial MUFG Stock Holding History

Global Financial Private Client’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
-470
Closed -$6.41K – 1094
2025
Q1 		$6.41K Hold
470
– – ﹤0.01% 652
2024
Q4 		$5.51K Hold
470
– – ﹤0.01% 629
2024
Q3 		$4.79K Buy
+470
New +$4.96K ﹤0.01% 645

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

Global Financial Private Client's MUFG Position: Q2 2025 in Review

Global Financial Private Client sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 470 shares — an estimated $6.41K sold.

Global Financial Private Client first reported a position in MUFG in Q3 2024 and held it in 3 quarters. The position peaked at $6.41K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Global Financial Private Client reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 470 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $6.41K.
  • Global Financial Private Client first reported a position in Mitsubishi UFJ Financial in Q3 2024 and held it in 3 quarters.
  • Global Financial Private Client's Mitsubishi UFJ Financial position peaked at $6.41K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.