U.S. Capital Wealth Advisors, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1808915
AUSTIN, TX
Position in MUFG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$226,990
+$6,061 QoQ
Shares Held
13,376
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $68,267,895 across 10 Banks - Diversified names. MUFG ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
668,423 | $32,585,621 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
80,498 | $23,679,291 | |
| 3 | C |
Citigroup Inc
|
44,497 | $5,046,404 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
25,233 | $2,993,390 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
29,788 | $2,371,422 | |
| 6 | UBS |
UBS Group AG
|
19,945 | $779,251 | |
| 7 | RY |
Royal Bank Of Canada
|
1,641 | $265,480 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
13,376 | $226,990 |
All Filings in MUFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,990 | 13,376 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $220,929 | 13,930 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $211,029 | 13,239 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $167,123 | 12,181 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||