Key Financial Inc
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1801720
WEST CHESTER, PA
Position in MUFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,857
-$10,272 QoQ
Shares Held
1,300
-38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#455
of 572 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Key Financial Inc holds $7,690,133 across 11 Banks - Diversified names. MUFG ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
17,667 | $5,782,939 | |
| 2 | BAC |
Bank Of America Corp /De/
|
12,264 | $698,802 | |
| 3 | C |
Citigroup Inc
|
4,436 | $620,862 | |
| 4 | TD |
Toronto Dominion Bank
|
2,341 | $284,267 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
2,325 | $192,138 | |
| 6 | UBS |
UBS Group AG
|
773 | $38,309 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
1,300 | $25,857 | |
| 8 | RY |
Royal Bank Of Canada
|
100 | $20,697 |
All Filings in MUFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,857 | 1,300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $36,129 | 2,129 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $29,055 | 1,832 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,202 | 1,832 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $25,135 | 1,832 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $24,970 | 1,832 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $21,471 | 1,832 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $13,234 | 1,300 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,040 | 1,300 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $13,299 | 1,300 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,193 | 1,300 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||