Swan Capital’s Mitsubishi UFJ Financial MUFG Stock Holding History

Swan Capital’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	-124	Closed	-$1.7K	–	530
2025 Q2	$1.7K	Buy	+124	New	+$1.6K	﹤0.01%	337

Other funds holding MUFG

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Swan Capital's MUFG Position: Q3 2025 in Review

Swan Capital sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 124 shares — an estimated $1.7K sold.

Swan Capital first reported a position in MUFG in Q2 2025 and held it in 1 quarter. The position peaked at $1.7K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

Swan Capital reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
Swan Capital sold 124 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $1.7K.
Swan Capital first reported a position in Mitsubishi UFJ Financial in Q2 2025 and held it in 1 quarter.
Swan Capital's Mitsubishi UFJ Financial position peaked at $1.7K in Q2 2025.
487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Swan Capital's 13F filing for Q3 2025, filed 14 Nov 2025.