Soltis Investment Advisors LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1802530
ST. GEORGE, UT
Position in MUFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$227,879
+$52,206 QoQ
Shares Held
11,457
+10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#385
of 573 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Soltis Investment Advisors LLC holds $31,245,243 across 10 Banks - Diversified names. MUFG ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,052 | $11,800,901 | |
| 2 | C |
Citigroup Inc
|
81,601 | $11,420,875 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
39,643 | $3,276,097 | |
| 4 | BAC |
Bank Of America Corp /De/
|
32,163 | $1,832,647 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
15,721 | $1,494,909 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
3,119 | $451,038 | |
| 7 | UBS |
UBS Group AG
|
5,976 | $296,170 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
11,457 | $227,879 |
All Filings in MUFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,879 | 11,457 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $175,673 | 10,352 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||