Orion Portfolio Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History

Orion Portfolio Solutions’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	$5.8M	Buy	425,497 +35,807	+9%	+$461K	0.06%	313
2024 Q4	$4.57M	Buy	389,690 +137,224	+54%	+$1.54M	0.05%	357
2024 Q3	$2.57M	Sell	252,466 -46,068	-15%	-$486K	0.03%	565
2024 Q2	$3.22M	Buy	298,534 +16,257	+6%	+$165K	0.03%	440
2024 Q1	$2.89M	Sell	282,277 -9,420	-3%	-$91.1K	0.03%	496
2023 Q4	$2.59M	Sell	291,697 -10,968	-4%	-$92.5K	0.03%	514
2023 Q3	$2.57M	Sell	302,665 -16,317	-5%	-$130K	0.03%	503
2023 Q2	$2.35M	Sell	318,982 -32,484	-9%	-$216K	0.03%	579
2023 Q1	$2.25M	Buy	+351,466	New	+$2.46M	0.03%	544

Other funds holding MUFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Orion Portfolio Solutions's MUFG Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Mitsubishi UFJ Financial (MUFG) stake by 9.2% in Q1 2025, buying an estimated $461K and bringing the position to 425,497 shares worth $5.8M. The position accounts for 0.06% of the portfolio, ranked #313.

Orion Portfolio Solutions first reported a position in MUFG in Q1 2023 and has held it in 9 quarters since. 454 funds tracked by Wall St. Rank hold MUFG as of Q1 2025.

Orion Portfolio Solutions held 425,497 shares of Mitsubishi UFJ Financial worth $5.8M as of Q1 2025.
Orion Portfolio Solutions bought 35,807 Mitsubishi UFJ Financial shares in Q1 2025, an estimated $461K.
Mitsubishi UFJ Financial made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #313 holding.
Orion Portfolio Solutions first reported a position in Mitsubishi UFJ Financial in Q1 2023 and has held it in 9 quarters since.
454 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.