Capital Wealth Planning, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1566728
NAPLES, FL
Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,963,573
+$12,133,325 QoQ
Shares Held
2,059,506
+21.2% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#25
of 573 holders
Holding Since
Jun 2023
13 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, 2026Capital Wealth Planning, LLC holds $1,142,084,837 across 7 Banks - Diversified names. MUFG ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,882,314 | $943,467,840 | |
| 2 | BMO |
Bank Of Montreal /Can/
|
257,802 | $45,553,613 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
2,059,506 | $40,963,573 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
1,659,962 | $39,141,903 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,015,769 | $25,455,170 | |
| 6 | SAN |
Banco Santander, S.A.
|
1,757,251 | $24,250,063 | |
| 7 | BCS |
Barclays PLC
|
865,699 | $23,252,675 |
All Filings in MUFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,963,573 | 2,059,506 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $28,830,248 | 1,698,895 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,428,569 | 1,098,901 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $17,001,460 | 1,066,591 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $11,113,556 | 810,026 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $6,397,553 | 469,373 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,742,934 | 319,363 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $2,826,680 | 277,670 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $5,421,783 | 502,017 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $4,648,133 | 454,363 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $3,112,644 | 361,515 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $1,695,096 | 199,658 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $712,649 | 96,696 | Shares | Other | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||