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Marcum Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Marcum Wealth’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 		$146K Buy
10,720
+598
+6% +$7.7K 0.01% 370
2024
Q4 		$119K Buy
+10,122
New +$114K 0.01% 368

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $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

Marcum Wealth's MUFG Position: Q1 2025 in Review

Marcum Wealth increased its Mitsubishi UFJ Financial (MUFG) stake by 5.9% in Q1 2025, buying an estimated $7.7K and bringing the position to 10,720 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #370.

Marcum Wealth first reported a position in MUFG in Q4 2024 and has held it in 2 quarters since. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

  • Marcum Wealth held 10,720 shares of Mitsubishi UFJ Financial worth $146K as of Q1 2025.
  • Marcum Wealth bought 598 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $7.7K.
  • Mitsubishi UFJ Financial made up 0.01% of Marcum Wealth's portfolio in Q1 2025, its #370 holding.
  • Marcum Wealth first reported a position in Mitsubishi UFJ Financial in Q4 2024 and has held it in 2 quarters since.
  • 454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.