Grove Bank & Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History

Grove Bank & Trust’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
2026 Q2	$28.6K	Buy	1,437 +72	+5%	+$1.36K	﹤0.01%	509
2026 Q1	$23.2K	Hold	1,365	–	–	﹤0.01%	523
2025 Q4	$21.6K	Hold	1,365	–	–	﹤0.01%	533
2025 Q3	$21.8K	Hold	1,365	–	–	﹤0.01%	525
2025 Q2	$18.7K	Buy	1,365 +219	+19%	+$2.83K	﹤0.01%	540
2025 Q1	$15.6K	Hold	1,146	–	–	﹤0.01%	552
2024 Q4	$13.4K	Sell	1,146 -415	-27%	-$4.67K	﹤0.01%	507
2024 Q3	$15.9K	Buy	+1,561	New	+$16.5K	﹤0.01%	463
2016 Q1	–	Sell	-3,738	Closed	-$23K	–	315
2015 Q4	$23K	Buy	+3,738	New	+$24.1K	0.02%	226

Other funds holding MUFG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return