Icon Wealth Advisors »

Mitsubishi UFJ Financial shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Mitsubishi UFJ Financial

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mitsubishi UFJ Financial by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $278k 18k 15.74
2025-09-30 $223k 14k 15.94
2025-06-30 $190k 14k 13.72
2025-03-31 $194k 14k 13.63
2024-12-31 $148k 13k 11.72

More positions owned by Icon Wealth Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Accenture Plc Ireland Shs Class A Stock (ACN)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 100 Etf Etf (OEF)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)
Amazon Stock (AMZN)

View all positions for Icon Wealth Advisors

Top funds holding Mitsubishi UFJ Financial

Fisher Investments
Reed Conner & Birdwell
Goldman Sachs Group
Northern Trust
BlackRock
Royal Bank of Canada
ClearBridge Advisors
Chevy Chase Trust Holdings
FMR
Fil
Envestnet Asset Management
Todd-Veredus Asset Management
Sei Investments
American Century Companies
Natixis Asset Management Advisors

View all funds holding Mitsubishi UFJ Financial