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Kestra Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kestra Investment 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
Q1 		– Sell
-282
Closed -$3.31K – 1239
2024
Q4 		$3.31K Buy
+282
New +$3.17K ﹤0.01% 968

Other funds holding MUFG

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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 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
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Kestra Investment Management's MUFG Position: Q1 2025 in Review

Kestra Investment Management sold out of Mitsubishi UFJ Financial (MUFG) in Q1 2025, closing a stake of 282 shares — an estimated $3.31K sold.

Kestra Investment Management first reported a position in MUFG in Q4 2024 and held it in 1 quarter. The position peaked at $3.31K in Q4 2024. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Kestra Investment Management reported no remaining Mitsubishi UFJ Financial position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 282 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $3.31K.
  • Kestra Investment Management first reported a position in Mitsubishi UFJ Financial in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Mitsubishi UFJ Financial position peaked at $3.31K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.