MISSION WEALTH MANAGEMENT, LP
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1645382
Santa Barbara, CA
Position in MUFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$935,884
+$257,203 QoQ
Shares Held
47,053
+17.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#214
of 572 holders
Holding Since
Sep 2020
21 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. MUFG ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
47,053 | $935,884 |
All Filings in MUFG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,884 | 47,053 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $678,681 | 39,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $642,377 | 40,503 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $664,793 | 41,706 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $563,123 | 41,044 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $470,671 | 34,532 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $419,997 | 35,836 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $308,362 | 30,291 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $297,820 | 27,576 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $217,080 | 21,220 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $130,148 | 15,116 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $102,737 | 12,101 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $84,614 | 11,481 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $67,580 | 10,576 | Shares | Sole | 2023-04-07 | |
| 2022-03-31 | $62,042 | 10,023 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $54,725 | 10,023 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $74,018 | 12,482 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $78,627 | 14,507 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $99,454 | 18,486 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $85,879 | 19,386 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $50,385 | 12,565 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||