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Mitsubishi UFJ Financial shares owned by Burns Wealth Management

Quarter-by-quarter ownership of Mitsubishi UFJ Financial (MUFG) shares owned by Burns Wealth Management from 13F filings

Historical chart of Burns Wealth Management investment in Mitsubishi UFJ Financial

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All positions including Mitsubishi UFJ Financial held by Burns Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mitsubishi UFJ Financial by Burns Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 197k 11.72
2024-09-30 $2.0M 194k 10.18
2024-06-30 $1.2M 107k 10.80
2024-03-31 $1.1M 109k 10.23
2013-03-31 $11k 1.6k 6.88

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Top funds holding Mitsubishi UFJ Financial

Reed Conner & Birdwell
Bank of America Corporation
Goldman Sachs Group
Northern Trust
Natixis Asset Management Advisors
Fisher Investments
BlackRock
Morgan Stanley
Royal Bank of Canada
Chevy Chase Trust Holdings
Dimensional Fund Advisors
FMR
Envestnet Asset Management
Sei Investments
Todd-Veredus Asset Management

View all funds holding Mitsubishi UFJ Financial