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Lindbrook Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lindbrook Capital’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 		$429K Buy
31,495
+983
+3% +$12.7K 0.04% 250
2024
Q4 		$358K Buy
30,512
+746
+3% +$8.39K 0.03% 278
2024
Q3 		$303K Sell
29,766
-3,022
-9% -$31.9K 0.03% 307
2024
Q2 		$354K Buy
32,788
+1,272
+4% +$12.9K 0.03% 257
2024
Q1 		$322K Buy
31,516
+2,391
+8% +$23.1K 0.03% 271
2023
Q4 		$251K Buy
29,125
+3,172
+12% +$26.8K 0.03% 305
2023
Q3 		$220K Buy
25,953
+6,596
+34% +$52.6K 0.02% 297
2023
Q2 		$143K Sell
19,357
-2,541
-12% -$16.9K 0.02% 404
2023
Q1 		$140K Buy
21,898
+1,130
+5% +$7.91K 0.02% 394
2022
Q4 		$139K Sell
20,768
-920
-4% -$4.76K 0.02% 414
2022
Q3 		$98K Buy
21,688
+5,678
+35% +$29.6K 0.02% 435
2022
Q2 		$85K Buy
16,010
+4,067
+34% +$23.4K 0.01% 485
2022
Q1 		$74K Sell
11,943
-593
-5% -$3.69K 0.01% 560
2021
Q4 		$68K Buy
12,536
+334
+3% +$1.88K 0.01% 621
2021
Q3 		$72K Sell
12,202
-226
-2% -$1.25K 0.02% 341
2021
Q2 		$67K Buy
12,428
+1,322
+12% +$7.35K 0.02% 386
2021
Q1 		$60K Buy
11,106
+282
+3% +$1.46K 0.01% 384
2020
Q4 		$48K Sell
10,824
-437
-4% -$1.86K 0.01% 413
2020
Q3 		$45K Buy
11,261
+147
+1% +$593 0.01% 382
2020
Q2 		$44K Sell
11,114
-6,227
-36% -$24.6K 0.01% 387
2020
Q1 		$63K Sell
17,341
-9,948
-36% -$47.4K 0.02% 271
2019
Q4 		$148K Sell
27,289
-351
-1% -$1.85K 0.05% 186
2019
Q3 		$140K Buy
27,640
+11,438
+71% +$56.1K 0.05% 183
2019
Q2 		$76K Buy
16,202
+2,437
+18% +$11.7K 0.03% 292
2019
Q1 		$68K Sell
13,765
-616
-4% -$3.2K 0.03% 317
2018
Q4 		$70K Buy
+14,381
New +$81.4K 0.03% 259

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 $47.8B 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 $6.73T AUM 46.02% 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

Lindbrook Capital's MUFG Position: Q1 2025 in Review

Lindbrook Capital increased its Mitsubishi UFJ Financial (MUFG) stake by 3.2% in Q1 2025, buying an estimated $12.7K and bringing the position to 31,495 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #250.

Lindbrook Capital first reported a position in MUFG in Q4 2018 and has held it in 26 quarters since. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Lindbrook Capital held 31,495 shares of Mitsubishi UFJ Financial worth $429K as of Q1 2025.
  • Lindbrook Capital bought 983 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $12.7K.
  • Mitsubishi UFJ Financial made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #250 holding.
  • Lindbrook Capital first reported a position in Mitsubishi UFJ Financial in Q4 2018 and has held it in 26 quarters since.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.