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Summit Securities Group’s Mitsubishi UFJ Financial MUFG Stock Holding History

Summit Securities Group’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
-186,392
Closed -$2.56M – 1248
2025
Q2 		$2.56M Buy
+186,392
New +$2.41M 0.49% 39

Other funds holding MUFG

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

Summit Securities Group's MUFG Position: Q3 2025 in Review

Summit Securities Group sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 186,392 shares — an estimated $2.56M sold.

Summit Securities Group first reported a position in MUFG in Q2 2025 and held it in 1 quarter. The position peaked at $2.56M in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Summit Securities Group reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 186,392 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $2.56M.
  • Summit Securities Group first reported a position in Mitsubishi UFJ Financial in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Mitsubishi UFJ Financial position peaked at $2.56M in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.