NewSquare Capital LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1546989
NEWTOWN SQUARE, PA
Position in MUFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$203,474
+$152,395 QoQ
Shares Held
10,230
+174.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 572 holders
Holding Since
Dec 2024
4 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, 2026NewSquare Capital LLC holds $37,700,715 across 7 Banks - Diversified names. MUFG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
51,385 | $16,819,852 | |
| 2 | TD |
Toronto Dominion Bank
|
92,917 | $11,282,911 | |
| 3 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
74,126 | $8,524,490 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,385 | $363,817 | |
| 5 | C |
Citigroup Inc
|
1,968 | $275,441 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
2,792 | $230,730 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
10,230 | $203,474 |
All Filings in MUFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,474 | 10,230 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $51,079 | 3,723 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $19,327 | 1,418 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,172 | 356 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||