Atria Investments, Inc
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1535865
Charlotte, NC
Position in MUFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,696,784
+$231,553 QoQ
Shares Held
236,138
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#96
of 573 holders
Holding Since
Jun 2022
16 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, 2026Atria Investments, Inc holds $160,199,931 across 14 Banks - Diversified names. MUFG ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
209,540 | $68,588,728 | |
| 2 | BAC |
Bank Of America Corp /De/
|
367,152 | $20,920,320 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
236,946 | $19,581,217 | |
| 4 | C |
Citigroup Inc
|
127,726 | $17,876,530 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
103,071 | $14,905,097 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
236,138 | $4,696,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
119,181 | $2,986,675 | |
| 8 | UBS |
UBS Group AG
|
47,613 | $2,359,700 |
All Filings in MUFG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,696,784 | 236,138 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,465,231 | 263,125 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,254,286 | 268,240 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,978,321 | 249,581 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,702,122 | 269,834 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,417,987 | 324,137 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,974,017 | 339,080 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,120,241 | 306,507 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $2,826,435 | 261,707 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,658,756 | 259,898 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $2,251,342 | 261,480 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,125,335 | 250,334 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,856,679 | 251,924 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,493,541 | 233,731 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,554,790 | 233,102 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $1,200,843 | 224,877 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||