Orion Porfolio Solutions, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1360533
OMAHA, NE
Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,621,371
-$38,853 QoQ
Shares Held
282,623
-15.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#94
of 573 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $189,862,953 across 18 Banks - Diversified names. MUFG ranks #9 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
198,839 | $65,085,969 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
261,737 | $21,629,945 | |
| 3 | BAC |
Bank Of America Corp /De/
|
353,557 | $20,145,677 | |
| 4 | C |
Citigroup Inc
|
89,208 | $12,485,551 | |
| 5 | SAN |
Banco Santander, S.A.
|
682,907 | $9,424,116 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
87,615 | $8,331,310 | |
| 7 | UBS |
UBS Group AG
|
150,741 | $7,470,723 | |
| 8 | RY |
Royal Bank Of Canada
|
30,797 | $6,374,055 |
All Filings in MUFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,621,371 | 282,623 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,660,224 | 333,543 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,311,196 | 334,880 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,165,571 | 449,534 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,022,833 | 438,982 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,799,524 | 425,497 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $4,567,166 | 389,690 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $2,570,103 | 252,466 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $3,224,167 | 298,534 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,887,693 | 282,277 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,511,511 | 291,697 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,569,625 | 302,665 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $2,350,897 | 318,982 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $2,245,867 | 351,466 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $2,290,131 | 343,348 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,481,769 | 329,282 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,701,318 | 318,599 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,798,287 | 290,515 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,551,972 | 284,244 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,734,868 | 292,558 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,585,664 | 292,558 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,111,933 | 206,679 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $105,690 | 23,858 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $732,378 | 182,638 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||