RITHOLTZ WEALTH MANAGEMENT
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1698218
NEW YORK, NY
Position in MUFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,849,072
+$1,078,568 QoQ
Shares Held
294,071
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#91
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. MUFG ranks #11 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,849,072 | 294,071 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,770,504 | 281,114 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,162,631 | 262,461 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,061,719 | 254,813 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,615,292 | 190,619 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,688,217 | 197,228 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,576,407 | 219,830 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,407,244 | 236,468 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,233,774 | 206,831 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,430,102 | 139,795 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,110,810 | 129,014 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $987,488 | 116,312 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $693,141 | 94,049 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $501,487 | 78,480 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $340,910 | 51,111 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $166,720 | 37,049 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $325,238 | 60,906 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $515,342 | 83,254 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $312,896 | 57,307 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $297,359 | 50,145 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $253,401 | 46,753 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $187,105 | 34,778 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $90,323 | 20,389 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $75,700 | 18,878 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $105,155 | 26,757 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $41,061 | 11,219 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||