Position in MUFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$18,042,059
+$2,303,488 QoQ
Shares Held
907,092
-2.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#41
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,168,563,491 across 19 Banks - Diversified names. MUFG ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,252,268 | $1,719,224,884 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,977,596 | $511,543,420 | |
| 3 | C |
Citigroup Inc
|
2,322,820 | $325,101,887 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,839,414 | $234,649,172 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
880,250 | $127,292,952 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
370,766 | $35,256,138 | |
| 7 | RY |
Royal Bank Of Canada
|
159,886 | $33,091,605 | |
| 8 | TD |
Toronto Dominion Bank
|
225,580 | $27,392,179 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,042,059 | 907,092 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,738,571 | 927,435 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,709,168 | 738,283 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,988,669 | 689,377 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,403,188 | 539,591 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,245,688 | 458,231 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,907,483 | 333,403 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,220,135 | 218,088 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,097,867 | 194,247 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,298,954 | 126,975 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $739,444 | 85,882 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $465,532 | 54,833 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $431,520 | 58,551 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $357,462 | 55,941 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $362,981 | 54,420 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $55,458 | 12,324 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $194,173 | 36,362 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $226,560 | 36,601 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $632,628 | 115,866 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $613,227 | 103,411 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $523,122 | 96,517 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $398,302 | 74,034 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $275,103 | 62,100 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $178,545 | 44,525 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $218,665 | 55,640 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,000,962 | 273,487 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||