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Mitsubishi UFJ Financial shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in Mitsubishi UFJ Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Mitsubishi UFJ Financial by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2M 90k 13.72
2025-03-31 $1.0M 75k 13.63
2024-12-31 $880k 75k 11.72
2024-09-30 $696k 68k 10.18

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Top funds holding Mitsubishi UFJ Financial

Fisher Investments
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