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Stephens Consulting’s Mitsubishi UFJ Financial MUFG Stock Holding History

Stephens Consulting’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 		$2.28K Buy
+144
New +$2.23K ﹤0.01% 342
2025
Q3 		– Sell
-276
Closed -$3.79K – 888
2025
Q2 		$3.79K Buy
+276
New +$3.57K ﹤0.01% 413

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Bank of America
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Northern Trust
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Stephens Consulting's MUFG Position: Q4 2025 in Review

Stephens Consulting opened a new position in Mitsubishi UFJ Financial (MUFG) in Q4 2025: 144 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #342 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in MUFG as recently as Q2 2025.

Stephens Consulting first reported a position in MUFG in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.79K in Q2 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Stephens Consulting held 144 shares of Mitsubishi UFJ Financial worth $2.28K as of Q4 2025.
  • Mitsubishi UFJ Financial was a new Stephens Consulting position in Q4 2025.
  • Mitsubishi UFJ Financial made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #342 holding.
  • Stephens Consulting first reported a position in Mitsubishi UFJ Financial in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Mitsubishi UFJ Financial position peaked at $3.79K in Q2 2025.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.