Creative Planning
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1540235
OVERLAND PARK, KS
Position in MUFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,807,182
+$8,478,329 QoQ
Shares Held
1,548,878
+17.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#29
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Creative Planning holds $1,282,203,400 across 19 Banks - Diversified names. MUFG ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,591,305 | $520,881,865 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,866,843 | $220,332,714 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,444,769 | $119,395,709 | |
| 4 | RY |
Royal Bank Of Canada
|
316,346 | $65,474,131 | |
| 5 | C |
Citigroup Inc
|
382,940 | $53,596,281 | |
| 6 | TD |
Toronto Dominion Bank
|
310,241 | $37,672,563 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,596,097 | $35,826,138 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
1,548,878 | $30,807,182 |
All Filings in MUFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,807,182 | 1,548,878 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,328,853 | 1,315,784 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $18,530,664 | 1,168,390 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $17,004,679 | 1,066,793 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,227,510 | 891,218 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,848,264 | 942,646 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,900,413 | 759,421 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,186,243 | 607,686 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $6,028,091 | 558,157 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,175,315 | 505,896 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,598,523 | 417,947 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,953,704 | 347,904 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,243,567 | 304,419 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,304,281 | 204,113 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,146,432 | 171,879 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $454,716 | 101,048 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $476,466 | 89,226 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $423,080 | 68,349 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $290,963 | 53,290 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $316,905 | 53,441 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $115,137 | 21,243 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $286,361 | 53,227 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $223,870 | 50,535 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $224,179 | 55,905 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $72,433 | 18,431 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $117,222 | 32,028 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||