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NewSquare Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

NewSquare 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
Q3 		– Sell
-3,723
Closed -$51.1K – 842
2025
Q2 		$51.1K Buy
3,723
+2,305
+163% +$29.8K ﹤0.01% 288
2025
Q1 		$19.3K Buy
1,418
+1,062
+298% +$13.7K ﹤0.01% 363
2024
Q4 		$4.17K Buy
+356
New +$4K ﹤0.01% 388

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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
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

NewSquare Capital's MUFG Position: Q3 2025 in Review

NewSquare Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 3,723 shares — an estimated $51.1K sold.

NewSquare Capital first reported a position in MUFG in Q4 2024 and held it in 3 quarters. The position peaked at $51.1K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • NewSquare Capital reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 3,723 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $51.1K.
  • NewSquare Capital first reported a position in Mitsubishi UFJ Financial in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Mitsubishi UFJ Financial position peaked at $51.1K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.