Horizon Investments, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1560717
Charlotte, NC
Position in MUFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$99,191
-$118,092 QoQ
Shares Held
4,987
-61.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#419
of 573 holders
Holding Since
Dec 2024
7 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, 2026Horizon Investments, LLC holds $85,255,941 across 11 Banks - Diversified names. MUFG ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
115,540 | $37,819,708 | |
| 2 | BAC |
Bank Of America Corp /De/
|
278,046 | $15,843,061 | |
| 3 | C |
Citigroup Inc
|
71,780 | $10,046,328 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
120,750 | $9,978,780 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
68,740 | $9,940,491 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
14,883 | $1,415,224 | |
| 7 | SAN |
Banco Santander, S.A.
|
7,646 | $105,514 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
4,987 | $99,191 |
All Filings in MUFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,191 | 4,987 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $217,283 | 12,804 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $82,329 | 5,191 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $56,985 | 3,575 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $38,978 | 2,841 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,875 | 2,412 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,818 | 1,691 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||