Golden State Wealth Management, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1776033
SANTA ANA, CA
Position in MUFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$145,515
+$21,363 QoQ
Shares Held
7,316
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#416
of 573 holders
Holding Since
Mar 2020
9 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, 2026Golden State Wealth Management, LLC holds $6,589,584 across 12 Banks - Diversified names. MUFG ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,508 | $4,421,573 | |
| 2 | BAC |
Bank Of America Corp /De/
|
19,621 | $1,118,004 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,565 | $377,251 | |
| 4 | C |
Citigroup Inc
|
2,162 | $302,593 | |
| 5 | UBS |
UBS Group AG
|
3,212 | $159,186 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
7,316 | $145,515 | |
| 7 | ING |
Ing Groep NV
|
633 | $19,863 | |
| 8 | BCS |
Barclays PLC
|
736 | $19,768 |
All Filings in MUFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,515 | 7,316 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $124,152 | 7,316 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $116,031 | 7,316 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120,091 | 7,534 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $103,366 | 7,534 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $128,858 | 9,454 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $110,800 | 9,454 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $4,010 | 1,000 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $3,660 | 1,000 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||