Valeo Financial Advisors, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1722641
CARMEL, IN
Position in MUFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$739,649
+$193,538 QoQ
Shares Held
37,187
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#237
of 572 holders
Holding Since
Mar 2020
20 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, 2026Valeo Financial Advisors, LLC holds $67,594,604 across 16 Banks - Diversified names. MUFG ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
130,662 | $42,769,592 | |
| 2 | BAC |
Bank Of America Corp /De/
|
154,571 | $8,807,455 | |
| 3 | C |
Citigroup Inc
|
42,360 | $5,928,705 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
45,097 | $3,726,816 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
6,317 | $913,501 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
37,187 | $739,649 | |
| 7 | SAN |
Banco Santander, S.A.
|
47,927 | $661,392 | |
| 8 | UBS |
UBS Group AG
|
12,649 | $626,884 |
All Filings in MUFG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,649 | 37,187 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $546,111 | 32,181 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $829,208 | 52,283 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $793,270 | 49,766 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $640,243 | 46,665 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $599,120 | 43,956 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $436,112 | 37,211 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $378,807 | 37,211 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $398,584 | 36,906 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $377,885 | 36,939 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $300,402 | 34,890 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $292,938 | 34,504 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $250,351 | 33,969 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $198,671 | 31,091 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $133,706 | 20,046 | Shares | Sole | 2023-02-09 | |
| 2021-03-31 | $24,543 | 4,562 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $27,302 | 6,163 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,420 | 1,601 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $6,916 | 1,760 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $5,065 | 1,384 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||