West Family Investments, Inc.
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1568303
CARLSBAD, CA
Position in MUFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$856,005
+$236,074 QoQ
Shares Held
43,037
+17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#224
of 573 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $13,392,674 across 18 Banks - Diversified names. MUFG ranks #7 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,256 | $2,702,436 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
12,240 | $1,163,901 | |
| 3 | RY |
Royal Bank Of Canada
|
5,078 | $1,050,993 | |
| 4 | BAC |
Bank Of America Corp /De/
|
17,738 | $1,010,711 | |
| 5 | SAN |
Banco Santander, S.A.
|
66,897 | $923,178 | |
| 6 | C |
Citigroup Inc
|
6,429 | $899,802 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
43,037 | $856,005 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
10,007 | $826,978 |
All Filings in MUFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $856,005 | 43,037 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $619,931 | 36,531 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,105,029 | 69,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,047,927 | 65,742 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $901,980 | 65,742 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $254,185 | 18,649 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $606,381 | 51,739 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $526,703 | 51,739 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $519,760 | 48,126 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $492,605 | 48,153 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $411,144 | 47,752 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $405,414 | 47,752 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $344,230 | 46,707 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $300,004 | 46,949 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $313,149 | 46,949 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $51,916 | 11,537 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $370,601 | 69,401 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $358,035 | 57,841 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $258,290 | 47,306 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $968,653 | 163,348 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $612,221 | 112,956 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||