Position in MUFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,948,016
+$484,397 QoQ
Shares Held
148,216
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#125
of 573 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $98,608,222 across 16 Banks - Diversified names. MUFG ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
173,008 | $56,630,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
398,893 | $22,728,922 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,388 | $3,255,024 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
21,367 | $3,089,881 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
148,216 | $2,948,016 | |
| 6 | C |
Citigroup Inc
|
19,448 | $2,721,941 | |
| 7 | ING |
Ing Groep NV
|
64,263 | $2,016,572 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
4,868 | $860,175 |
All Filings in MUFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,948,016 | 148,216 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $2,463,619 | 145,175 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,934,428 | 121,969 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,371,621 | 86,049 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $717,967 | 52,330 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $453,156 | 33,247 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $736,777 | 62,865 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $617,987 | 60,706 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||