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Global Retirement Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

Global Retirement Partners’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
Q4 		$892K Buy
56,217
+49,086
+688% +$759K 0.02% 707
2025
Q3 		$114K Buy
7,131
+1,064
+18% +$15.8K ﹤0.01% 1465
2025
Q2 		$83.2K Buy
+6,067
New +$78.4K ﹤0.01% 1515
2024
Q4 		$47.6K Sell
4,060
-1,055
-21% -$11.9K ﹤0.01% 1640
2024
Q3 		$52.1K Buy
5,115
+179
+4% +$1.89K ﹤0.01% 1538
2024
Q2 		$53.3K Sell
4,936
-3,736
-43% -$37.9K ﹤0.01% 1506
2024
Q1 		$88.7K Sell
8,672
-350
-4% -$3.39K ﹤0.01% 1137
2023
Q4 		$79.4K Buy
9,022
+834
+10% +$7.04K ﹤0.01% 1160
2023
Q3 		$66.6K Sell
8,188
-471
-5% -$3.76K ﹤0.01% 1125
2023
Q2 		$63.8K Buy
8,659
+157
+2% +$1.04K ﹤0.01% 1152
2023
Q1 		$51.6K Buy
8,502
+6,719
+377% +$47K ﹤0.01% 1222
2022
Q4 		$11.9K Buy
1,783
+413
+30% +$2.14K ﹤0.01% 1710
2022
Q3 		$6K Sell
1,370
-571
-29% -$2.97K ﹤0.01% 1877
2022
Q2 		$10K Sell
1,941
-241
-11% -$1.39K ﹤0.01% 1639
2022
Q1 		$13K Buy
+2,182
New +$13.6K ﹤0.01% 1524
2021
Q4 		– Sell
-1,607
Closed -$10K – 1225
2021
Q3 		$10K Buy
1,607
+1,092
+212% +$6.06K ﹤0.01% 1421
2021
Q2 		$3K Hold
515
– – ﹤0.01% 1681
2021
Q1 		$3K Hold
515
– – ﹤0.01% 1594
2020
Q4 		$2K Hold
515
– – ﹤0.01% 1616
2020
Q3 		$2K Hold
515
– – ﹤0.01% 1491
2020
Q2 		$2K Sell
515
-1,460
-74% -$5.78K ﹤0.01% 1468
2020
Q1 		$7K Sell
1,975
-968
-33% -$4.61K ﹤0.01% 1139
2019
Q4 		$16K Buy
2,943
+152
+5% +$802 ﹤0.01% 1020
2019
Q3 		$14K Buy
2,791
+1,115
+67% +$5.46K ﹤0.01% 1032
2019
Q2 		$8K Buy
+1,676
New +$8.05K ﹤0.01% 1167

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Global Retirement Partners's MUFG Position: Q4 2025 in Review

Global Retirement Partners increased its Mitsubishi UFJ Financial (MUFG) stake by 688% in Q4 2025, buying an estimated $759K and bringing the position to 56,217 shares worth $892K. The position accounts for 0.02% of the portfolio, ranked #707.

Global Retirement Partners first reported a position in MUFG in Q2 2019 and has held it in 25 quarters since. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Global Retirement Partners held 56,217 shares of Mitsubishi UFJ Financial worth $892K as of Q4 2025.
  • Global Retirement Partners bought 49,086 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $759K.
  • Mitsubishi UFJ Financial made up 0.02% of Global Retirement Partners's portfolio in Q4 2025, its #707 holding.
  • Global Retirement Partners first reported a position in Mitsubishi UFJ Financial in Q2 2019 and has held it in 25 quarters since.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.