Position in MUFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$794,784
+$129,765 QoQ
Shares Held
39,959
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#228
of 573 holders
Holding Since
Jun 2020
25 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, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. MUFG ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in MUFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,784 | 39,959 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $665,019 | 39,188 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $617,222 | 38,917 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $612,016 | 38,395 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $523,019 | 38,121 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $481,275 | 35,310 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $382,012 | 32,595 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $290,496 | 28,536 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $305,617 | 28,298 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $290,020 | 28,350 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $242,647 | 28,182 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $236,581 | 27,866 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $198,754 | 26,968 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $168,625 | 26,389 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $178,529 | 26,766 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $127,062 | 28,236 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $146,572 | 27,448 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $162,475 | 26,248 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $138,061 | 25,286 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $149,945 | 25,286 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $134,350 | 24,788 | Shares | Other | 2021-07-27 | |
| 2021-03-31 | $138,152 | 25,679 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $109,340 | 24,682 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $196,571 | 49,021 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $70,787 | 18,012 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||