Mitsubishi UFJ Financial shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Mitsubishi UFJ Financial (MUFG) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Mitsubishi UFJ Financial
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Quarterly reported holdings in Mitsubishi UFJ Financial by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $869k | 51k | 16.97 |
| 2025-12-31 | $718k | 45k | 15.86 |
| 2025-09-30 | $372k | 23k | 15.94 |
| 2025-06-30 | $239k | 17k | 13.72 |
| 2025-03-31 | $153k | 11k | 13.63 |
| 2024-12-31 | $67k | 5.7k | 11.72 |
| 2024-09-30 | $54k | 5.3k | 10.18 |
| 2024-06-30 | $33k | 3.1k | 10.80 |