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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
Q3 		$36.3K Buy
1,572
+135
+9% +$3.04K ﹤0.01% 493
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

Grove Bank & Trust's MUFG Position: Q3 2026 in Review

Grove Bank & Trust increased its Mitsubishi UFJ Financial (MUFG) stake by 9.4% in Q3 2026, buying an estimated $3.04K and bringing the position to 1,572 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #493.

Grove Bank & Trust first reported a position in MUFG in Q4 2015 and has held it in 10 quarters since. 22 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Grove Bank & Trust held 1,572 shares of Mitsubishi UFJ Financial worth $36.3K as of Q3 2026.
  • Grove Bank & Trust bought 135 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $3.04K.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #493 holding.
  • Grove Bank & Trust first reported a position in Mitsubishi UFJ Financial in Q4 2015 and has held it in 10 quarters since.
  • 22 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.