Marks Group Wealth Management, Inc
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1802473
MINNETONKA, MN
Position in MUFG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$706,910
-$643,307 QoQ
Shares Held
35,541
-55.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#241
of 573 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 95%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Marks Group Wealth Management, Inc holds $14,009,747 across 9 Banks - Diversified names. MUFG ranks #4 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
21,463 | $7,025,483 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
38,680 | $3,196,514 | |
| 3 | SAN |
Banco Santander, S.A.
|
68,891 | $950,695 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
35,541 | $706,910 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
7,297 | $693,871 | |
| 6 | BAC |
Bank Of America Corp /De/
|
7,922 | $451,395 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
15,644 | $392,037 | |
| 8 | UBS |
UBS Group AG
|
6,941 | $343,995 |
All Filings in MUFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $706,910 | 35,541 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,350,217 | 79,565 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,263,612 | 79,673 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $952,797 | 59,774 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $705,701 | 51,436 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $670,187 | 49,170 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $422,317 | 36,034 | Shares | Other | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||