OAKWORTH CAPITAL, INC.
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1588871
BIRMINGHAM, AL
Position in MUFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$21,202
+$3,112 QoQ
Shares Held
1,066
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 573 holders
Holding Since
Sep 2024
8 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, 2026OAKWORTH CAPITAL, INC. holds $69,465,772 across 9 Banks - Diversified names. MUFG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
203,525 | $66,619,837 | |
| 2 | BAC |
Bank Of America Corp /De/
|
26,118 | $1,488,203 | |
| 3 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
16,731 | $419,278 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,169 | $344,525 | |
| 5 | C |
Citigroup Inc
|
2,461 | $344,440 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
1,292 | $186,836 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
921 | $21,717 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
1,066 | $21,202 |
All Filings in MUFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,202 | 1,066 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $18,090 | 1,066 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $16,906 | 1,066 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,992 | 1,066 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,625 | 1,066 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $17,078 | 1,253 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $14,685 | 1,253 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,755 | 1,253 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||