Financial Gravity Asset Management, Inc.
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1741736
Lakeway, TX
Position in MUFG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$33
+$2 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $233,650 across 7 Banks - Diversified names. MUFG ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
382 | $112,369 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
928 | $73,878 | |
| 3 | BAC |
Bank Of America Corp /De/
|
698 | $34,027 | |
| 4 | UBS |
UBS Group AG
|
340 | $13,283 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
2 | $39 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
2 | $33 | |
| 7 | BCS |
Barclays PLC
|
1 | $21 |
All Filings in MUFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33 | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $31 | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $749 | 47 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $640 | 47 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $21 | 2 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,590 | 351 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $3,116 | 362 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $1,627 | 192 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $51 | 7 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1 | 6 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $46 | 7 | Shares | Sole | 2023-02-15 | |
| 2022-03-31 | $37 | 6 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||