PERSONAL CFO SOLUTIONS, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1677501
CHESTER, NJ
Position in MUFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,043,807
+$133,893 QoQ
Shares Held
52,479
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#198
of 572 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $13,958,094 across 12 Banks - Diversified names. MUFG ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,982 | $3,267,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
39,972 | $2,277,604 | |
| 3 | C |
Citigroup Inc
|
14,027 | $1,963,218 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
14,272 | $1,179,438 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
52,479 | $1,043,807 | |
| 6 | UBS |
UBS Group AG
|
19,488 | $965,825 | |
| 7 | BCS |
Barclays PLC
|
31,188 | $837,709 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
33,008 | $827,180 |
All Filings in MUFG
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,807 | 52,479 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $909,914 | 53,619 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $820,739 | 51,749 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $792,361 | 49,709 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $692,338 | 50,462 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $669,832 | 49,144 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $570,412 | 48,670 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $482,348 | 47,382 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $500,526 | 46,345 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $465,475 | 45,501 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $395,905 | 45,982 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $393,817 | 46,386 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $366,804 | 49,770 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $348,970 | 54,612 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $362,287 | 54,316 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $238,473 | 52,994 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $289,641 | 54,240 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $119,479 | 19,302 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $104,919 | 19,216 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $93,545 | 15,775 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $83,581 | 15,421 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $71,882 | 13,361 | Shares | Defined | 2021-04-21 | |
| No filing history on record for this holder in this stock. | ||||||