Walkner Condon Financial Advisors LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1817494
MADISON, WI
Position in MUFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$461,129
+$93,254 QoQ
Shares Held
23,184
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#294
of 572 holders
Holding Since
Jun 2023
13 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, 2026Walkner Condon Financial Advisors LLC holds $4,055,685 across 9 Banks - Diversified names. MUFG ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,587 | $1,501,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
9,010 | $513,389 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
23,184 | $461,129 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
14,257 | $336,180 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,921 | $324,031 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,887 | $274,524 | |
| 7 | C |
Citigroup Inc
|
1,948 | $272,642 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,126 | $203,637 |
All Filings in MUFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,129 | 23,184 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $367,875 | 21,678 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $277,518 | 17,498 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $255,358 | 16,020 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $203,193 | 14,810 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $183,568 | 13,468 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $159,696 | 13,626 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $135,780 | 13,338 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $146,955 | 13,607 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $139,475 | 13,634 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $113,169 | 13,144 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $110,386 | 13,002 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $87,452 | 11,866 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||