Cetera Investment Advisers
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1666741
SCHAUMBURG, IL
Position in MUFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,983,945
+$562,659 QoQ
Shares Held
401,405
-8.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#65
of 573 holders
Holding Since
Mar 2021
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, 2026Cetera Investment Advisers holds $949,475,905 across 18 Banks - Diversified names. MUFG ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,479,664 | $484,338,417 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,184,090 | $124,449,448 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,040,585 | $85,993,944 | |
| 4 | C |
Citigroup Inc
|
600,893 | $84,100,984 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
409,275 | $59,185,257 | |
| 6 | RY |
Royal Bank Of Canada
|
82,072 | $16,986,441 | |
| 7 | TD |
Toronto Dominion Bank
|
95,261 | $11,567,543 | |
| 8 | SAN |
Banco Santander, S.A.
|
828,167 | $11,428,704 |
All Filings in MUFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,983,945 | 401,405 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,421,286 | 437,318 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,102,658 | 384,783 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,019,565 | 377,639 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,994,133 | 145,345 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,935,241 | 141,984 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,501,097 | 128,080 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,265,272 | 124,290 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,425,870 | 132,025 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,323,434 | 129,368 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $181,705 | 21,104 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $186,338 | 21,948 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $187,551 | 25,448 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $162,024 | 25,356 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $200,100 | 30,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $87,156 | 19,368 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $101,903 | 19,083 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $65,782 | 12,048 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $84,300 | 14,216 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $75,359 | 13,904 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $101,805 | 18,923 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||