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Redmont Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Redmont 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 		$34.5K Hold
2,173
– – 0.05% 107
2025
Q3 		$34.6K Hold
2,173
– – 0.05% 116
2025
Q2 		$29.8K Buy
+2,173
New +$28.1K 0.04% 122
2024
Q4 		– Sell
-2,173
Closed -$22.1K – 218
2024
Q3 		$22.1K Hold
2,173
– – 0.03% 130
2024
Q2 		$23.5K Hold
2,173
– – 0.04% 123
2024
Q1 		$22.2K Buy
+2,173
New +$21K 0.03% 142

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

Redmont Wealth Advisors's MUFG Position: Q4 2025 in Review

Redmont Wealth Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q4 2025 at 2,173 shares worth $34.5K. The position accounts for 0.05% of the portfolio, ranked #107.

Redmont Wealth Advisors first reported a position in MUFG in Q1 2024 and has held it in 6 quarters since. The position peaked at $34.6K in Q3 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Redmont Wealth Advisors held 2,173 shares of Mitsubishi UFJ Financial worth $34.5K as of Q4 2025.
  • Redmont Wealth Advisors left its Mitsubishi UFJ Financial share count unchanged in Q4 2025.
  • Mitsubishi UFJ Financial made up 0.05% of Redmont Wealth Advisors's portfolio in Q4 2025, its #107 holding.
  • Redmont Wealth Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's Mitsubishi UFJ Financial position peaked at $34.6K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.