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Summit Wealth Group (Colorado)’s Mitsubishi UFJ Financial MUFG Stock Holding History

Summit Wealth Group (Colorado)’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
-11,242
Closed -$95.4K – 486
2025
Q3 		$95.4K Buy
+11,242
New +$166K 0.01% 480

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

Summit Wealth Group (Colorado)'s MUFG Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Mitsubishi UFJ Financial (MUFG) in Q4 2025, closing a stake of 11,242 shares — an estimated $95.4K sold.

Summit Wealth Group (Colorado) first reported a position in MUFG in Q3 2025 and held it in 1 quarter. The position peaked at $95.4K in Q3 2025. 530 funds tracked by Wall St. Rank hold MUFG as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Mitsubishi UFJ Financial position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 11,242 Mitsubishi UFJ Financial shares in Q4 2025, an estimated $95.4K.
  • Summit Wealth Group (Colorado) first reported a position in Mitsubishi UFJ Financial in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Mitsubishi UFJ Financial position peaked at $95.4K in Q3 2025.
  • 530 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.