Altman Advisors, Inc.

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1731671 CHICAGO, IL

Position in MUFG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,504,041

+$496,957 QoQ

Shares Held

176,171

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#112

of 572 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Altman Advisors, Inc. holds $14,842,297 across 5 Banks - Diversified names. MUFG ranks #1 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc This page	176,171	$3,504,041
2	C	Citigroup Inc	24,473	$3,425,241
3	UBS	UBS Group AG	62,585	$3,101,712
4	BAC	Bank Of America Corp /De/	42,560	$2,425,068
5	JPM	Jpmorgan Chase & Co	7,290	$2,386,235

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,504,041	176,171	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$3,007,084	177,200	-12.6%	Shares	Sole	2026-05-05
2025-12-31	$3,215,948	202,771	+0.7%	Shares	Sole	2026-02-04
2025-09-30	$3,208,419	201,281	+0.2%	Shares	Sole	2025-11-13
2025-06-30	$2,756,114	200,883	+1.1%	Shares	Sole	2025-08-07
2025-03-31	$2,709,126	198,762	-0.9%	Shares	Sole	2025-05-02
2024-12-31	$2,350,141	200,524	-1.1%	Shares	Sole	2025-02-13
2024-09-30	$2,063,129	202,665	+0.2%	Shares	Sole	2024-11-08
2024-06-30	$2,183,684	202,193	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$2,095,523	204,841	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$1,718,797	199,628	+0.9%	Shares	Sole	2024-02-08
2023-09-30	$1,680,366	197,923	+0.8%	Shares	Sole	2023-11-14
2023-03-31	$1,254,695	196,353	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.