Gradient Investments LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1542265
ARDEN HILLS, MN
Position in MUFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$6,001,230
+$1,155,209 QoQ
Shares Held
301,721
+5.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#88
of 573 holders
Holding Since
Jun 2023
5 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. MUFG ranks #11 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in MUFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,001,230 | 301,721 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,846,021 | 285,564 | Shares | Sole | 2026-04-13 | |
| 2023-12-31 | $3,202 | 372 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,158 | 372 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,741 | 372 | Shares | Sole | 2023-07-11 | |
| No filing history on record for this holder in this stock. | ||||||