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Marshall & Sterling Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Marshall & Sterling Wealth Advisors’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
Q4 		– Sell
-145
Closed -$2.31K – 523
2025
Q3 		$2.31K Hold
145
– – ﹤0.01% 554
2025
Q2 		$1.99K Hold
145
– – ﹤0.01% 547
2025
Q1 		$1.98K Buy
+145
New +$1.87K ﹤0.01% 542

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MUFG Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 145 shares — an estimated $2.31K sold.

Marshall & Sterling Wealth Advisors first reported a position in MUFG in Q1 2025 and held it in 3 quarters. The position peaked at $2.31K in Q3 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 145 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $2.31K.
  • Marshall & Sterling Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Mitsubishi UFJ Financial position peaked at $2.31K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.