Legacy Wealth Asset Management, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1846151
WOODBURY, MN
Position in MUFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,745,178
+$388,012 QoQ
Shares Held
138,018
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#126
of 572 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. MUFG ranks #1 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
138,018 | $2,745,178 | |
| 2 | UBS |
UBS Group AG
|
51,940 | $2,574,146 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
9,572 | $1,384,206 | |
| 4 | ING |
Ing Groep NV
|
37,040 | $1,162,315 | |
| 5 | BCS |
Barclays PLC
|
41,335 | $1,110,258 | |
| 6 | RY |
Royal Bank Of Canada
|
5,213 | $1,078,934 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
11,194 | $1,064,437 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
41,147 | $970,246 |
All Filings in MUFG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,745,178 | 138,018 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,357,166 | 138,902 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,955,871 | 123,321 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,280,615 | 143,075 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,956,540 | 142,605 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,955,038 | 216,804 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,688,650 | 229,407 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,394,437 | 235,210 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,537,125 | 234,919 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,497,756 | 244,160 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,113,755 | 245,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,843,272 | 217,111 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,493,884 | 202,698 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,287,878 | 201,546 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,481,447 | 222,106 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,360,741 | 302,387 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||