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

Whalen 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
Q3 		– Sell
-18,909
Closed -$259K – 246
2025
Q2 		$259K Buy
+18,909
New +$244K 0.16% 159

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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

Whalen Wealth Management's MUFG Position: Q3 2025 in Review

Whalen Wealth Management sold out of Mitsubishi UFJ Financial (MUFG) in Q3 2025, closing a stake of 18,909 shares — an estimated $259K sold.

Whalen Wealth Management first reported a position in MUFG in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 487 funds tracked by Wall St. Rank hold MUFG as of Q3 2025.

  • Whalen Wealth Management reported no remaining Mitsubishi UFJ Financial position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 18,909 Mitsubishi UFJ Financial shares in Q3 2025, an estimated $259K.
  • Whalen Wealth Management first reported a position in Mitsubishi UFJ Financial in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Mitsubishi UFJ Financial position peaked at $259K in Q2 2025.
  • 487 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.