Successful Portfolios LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1721780
CLEARWATER, FL
Position in MUFG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$875,796
+$128,573 QoQ
Shares Held
44,032
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#221
of 572 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Successful Portfolios LLC holds $3,429,860 across 6 Banks - Diversified names. MUFG ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,952 | $966,278 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
44,032 | $875,796 | |
| 3 | BAC |
Bank Of America Corp /De/
|
8,359 | $476,295 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
4,721 | $390,143 | |
| 5 | TD |
Toronto Dominion Bank
|
3,014 | $365,990 | |
| 6 | C |
Citigroup Inc
|
2,539 | $355,358 |
All Filings in MUFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,796 | 44,032 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $747,223 | 44,032 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $698,347 | 44,032 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $701,758 | 44,025 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $610,279 | 44,481 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $606,276 | 44,481 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $521,317 | 44,481 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $452,755 | 44,475 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $480,276 | 44,470 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $454,928 | 44,470 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $382,886 | 44,470 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||