WEALTH ALLIANCE, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1793904 MELLVILLE, NY

Position in MUFG

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

Position Value

$1,184,171

+$46,605 QoQ

Shares Held

59,536

-11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#187

of 573 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $13,130,954 across 10 Banks - Diversified names. MUFG ranks #4 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	17,342	$5,676,556
2	C	Citigroup Inc	12,511	$1,751,039
3	BAC	Bank Of America Corp /De/	25,069	$1,428,431
4	MUFG	Mitsubishi Ufj Financial Group Inc This page	59,536	$1,184,171
5	WFC	Wells Fargo & Company/Mn	12,812	$1,058,783
6	HSBC	Hsbc Holdings PLC	6,036	$573,963
7	SAN	Banco Santander, S.A.	38,129	$526,180
8	BNY	Bank of New York Mellon Corp	3,121	$451,327

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,184,171	59,536	-11.2%	Shares	Defined	2026-08-11
2026-03-31	$1,137,566	67,034	-0.6%	Shares	Defined	2026-05-14
2025-12-31	$1,069,138	67,411	+9.6%	Shares	Defined	2026-02-13
2025-09-30	$980,851	61,534	-2.8%	Shares	Defined	2025-11-07
2025-06-30	$868,969	63,336	+0.3%	Shares	Defined	2025-08-08
2025-03-31	$860,884	63,161	+34.7%	Shares	Defined	2025-05-05
2024-12-31	$549,621	46,896	+56.5%	Shares	Defined	2025-02-03
2024-09-30	$305,023	29,963	+167.2%	Shares	Defined	2024-11-04
2021-12-31	$61,217	11,212	+4.1%	Shares	Defined	2022-02-14
2021-09-30	$63,866	10,770	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.