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Kestra Private Wealth Services’s Mitsubishi UFJ Financial MUFG Stock Holding History

Kestra Private Wealth Services’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
-49,445
Closed -$674K – 1652
2025
Q1 		$674K Buy
+49,445
New +$637K 0.01% 832
2023
Q4 		– Sell
-10,187
Closed -$86.5K – 1263
2023
Q3 		$86.5K Sell
10,187
-1,492
-13% -$11.9K ﹤0.01% 1090
2023
Q2 		$86.1K Sell
11,679
-488
-4% -$3.25K ﹤0.01% 1018
2023
Q1 		$77.7K Buy
12,167
+165
+1% +$1.16K ﹤0.01% 990
2022
Q4 		$80.1K Buy
12,002
+112
+0.9% +$580 ﹤0.01% 858
2022
Q3 		$54K Sell
11,890
-199
-2% -$1.04K ﹤0.01% 861
2022
Q2 		$65K Buy
12,089
+843
+7% +$4.86K ﹤0.01% 872
2022
Q1 		$70K Sell
11,246
-730
-6% -$4.54K ﹤0.01% 949
2021
Q4 		$65K Sell
11,976
-462
-4% -$2.6K ﹤0.01% 970
2021
Q3 		$74K Buy
12,438
+1,417
+13% +$7.87K ﹤0.01% 909
2021
Q2 		$60K Sell
11,021
-1,147
-9% -$6.38K ﹤0.01% 872
2021
Q1 		$65K Buy
+12,168
New +$62.8K ﹤0.01% 787

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Kestra Private Wealth Services's MUFG Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2025, closing a stake of 49,445 shares — an estimated $674K sold.

Kestra Private Wealth Services first reported a position in MUFG in Q1 2021 and held it in 12 quarters. The position peaked at $674K in Q1 2025. 486 funds tracked by Wall St. Rank hold MUFG as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Mitsubishi UFJ Financial position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 49,445 Mitsubishi UFJ Financial shares in Q2 2025, an estimated $674K.
  • Kestra Private Wealth Services first reported a position in Mitsubishi UFJ Financial in Q1 2021 and held it in 12 quarters.
  • Kestra Private Wealth Services's Mitsubishi UFJ Financial position peaked at $674K in Q1 2025.
  • 486 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.