Position in MUFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$6,116,115
+$1,174,197 QoQ
Shares Held
307,497
+5.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#86
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. MUFG ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,116,115 | 307,497 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,941,918 | 291,215 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,561,336 | 287,600 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,531,375 | 284,277 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,803,636 | 277,233 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,710,454 | 272,227 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,112,398 | 265,563 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,579,703 | 253,409 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,668,474 | 247,081 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,494,708 | 243,862 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,952,360 | 226,755 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,797,417 | 211,710 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,443,362 | 195,843 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,176,092 | 184,052 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,148,327 | 172,163 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $605,137 | 134,475 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $727,286 | 136,196 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $812,431 | 131,249 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $622,227 | 113,961 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $645,788 | 108,902 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $552,422 | 101,923 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $497,811 | 92,530 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $393,787 | 88,891 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $382,770 | 95,454 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $434,115 | 110,462 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $194,884 | 53,247 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||