Transamerica Financial Advisors, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1502149 CEDAR RAPIDS, IA

Position in MUFG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$349,924

+$51,609 QoQ

Shares Held

17,593

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#329

of 572 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. MUFG ranks #8 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,488	$2,778,377
2	WFC	Wells Fargo & Company/Mn	15,105	$1,248,277
3	C	Citigroup Inc	8,738	$1,222,970
4	BAC	Bank Of America Corp /De/	9,513	$542,050
5	TD	Toronto Dominion Bank	3,370	$409,219
6	SAN	Banco Santander, S.A.	26,327	$363,312
7	SMFG	Sumitomo Mitsui Financial Group, Inc.	15,076	$355,492
8	MUFG	Mitsubishi Ufj Financial Group Inc This page	17,593	$349,924

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,924	17,593	+0.1%	Shares	Sole	2026-08-17
2026-03-31	$298,315	17,579	+0.5%	Shares	Sole	2026-05-15
2025-12-31	$277,296	17,484	+3.2%	Shares	Sole	2026-02-13
2025-09-30	$270,007	16,939	-16.8%	Shares	Sole	2025-11-14
2025-06-30	$279,298	20,357	-12.0%	Shares	Sole	2025-08-14
2025-03-31	$315,180	23,124	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$270,521	23,082	-13.5%	Shares	Sole	2025-02-12
2024-09-30	$271,795	26,699	-8.4%	Shares	Sole	2024-11-13
2024-06-30	$314,690	29,138	0.0%	Shares	Sole	2024-08-14
2024-03-31	$298,081	29,138	+392.4%	Shares	Sole	2024-05-15
2023-12-31	$50,953	5,918	+277.2%	Shares	Sole	2024-02-12
2023-09-30	$13,320	1,569	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.