IHT Wealth Management, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1697490
Chicago, IL
Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$509,303
+$105,553 QoQ
Shares Held
25,606
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#273
of 572 holders
Holding Since
Sep 2022
5 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, 2026IHT Wealth Management, LLC holds $44,613,781 across 9 Banks - Diversified names. MUFG ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
73,319 | $23,999,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,236 | $7,591,787 | |
| 3 | C |
Citigroup Inc
|
51,587 | $7,220,116 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
16,745 | $2,421,494 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
21,332 | $1,762,875 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
25,606 | $509,303 | |
| 7 | SAN |
Banco Santander, S.A.
|
33,736 | $465,556 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,535 | $431,233 |
All Filings in MUFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,303 | 25,606 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $403,750 | 23,792 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $349,649 | 22,046 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $330,611 | 20,741 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $49,225 | 10,939 | Shares | Sole | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||