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Spire Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Spire Wealth Management’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
-237
Closed -$3.78K – 2427
2025
Q3 		$3.78K Hold
237
– – ﹤0.01% 2027
2025
Q2 		$3.25K Hold
237
– – ﹤0.01% 2065
2025
Q1 		$3.23K Sell
237
-58
-20% -$747 ﹤0.01% 2176
2024
Q4 		$3.46K Buy
+295
New +$3.32K ﹤0.01% 2137
2022
Q1 		– Sell
-4,123
Closed -$23K – 2745
2021
Q4 		$23K Buy
+4,123
New +$23.2K ﹤0.01% 2067
2021
Q2 		– Sell
-2,264
Closed -$13K – 2827
2021
Q1 		$13K Buy
+2,264
New +$11.7K ﹤0.01% 2336

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

Spire Wealth Management's MUFG Position: Q4 2025 in Review

Spire Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 237 shares — an estimated $3.78K sold.

Spire Wealth Management first reported a position in MUFG in Q1 2021 and held it in 6 quarters. The position peaked at $23K in Q4 2021. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Spire Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 237 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $3.78K.
  • Spire Wealth Management first reported a position in Mitsubishi UFJ Financial in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Mitsubishi UFJ Financial position peaked at $23K in Q4 2021.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.