Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,896,017
+$1,447,803 QoQ
Shares Held
748,920
-5.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#47
of 572 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 60%
None 38%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $1,339,028,021 across 19 Banks - Diversified names. MUFG ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,130,829 | $697,484,255 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,215,750 | $240,213,433 | |
| 3 | C |
Citigroup Inc
|
1,099,020 | $153,818,838 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,224,833 | $101,220,197 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
147,683 | $21,356,437 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
748,920 | $14,896,017 | |
| 7 | SAN |
Banco Santander, S.A.
|
975,491 | $13,461,775 | |
| 8 | UBS |
UBS Group AG
|
245,469 | $12,165,442 |
All Filings in MUFG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,896,017 | 748,920 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $13,448,214 | 792,470 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,958,597 | 754,010 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $11,942,598 | 749,222 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $10,672,047 | 777,846 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,570,801 | 775,554 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $9,188,444 | 783,997 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,327,382 | 818,014 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,783,771 | 628,127 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,312,724 | 812,583 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,380,518 | 276,483 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,929,488 | 227,266 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,975,196 | 268,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,744,648 | 273,028 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,381,363 | 207,101 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $642,226 | 142,717 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $567,375 | 106,250 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $144,777 | 23,389 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $285,972 | 52,376 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||