Burns Matteson Capital Management, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1894164
CORNING, NY
Position in MUFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$951,438
+$120,299 QoQ
Shares Held
47,835
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#212
of 573 holders
Holding Since
Jun 2022
17 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, 2026Burns Matteson Capital Management, LLC holds $4,878,176 across 7 Banks - Diversified names. MUFG ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
41,970 | $1,051,768 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
47,835 | $951,438 | |
| 3 | BCS |
Barclays PLC
|
32,667 | $877,435 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
27,310 | $643,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,329 | $626,016 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
1,526 | $499,505 | |
| 7 | TD |
Toronto Dominion Bank
|
1,878 | $228,045 |
All Filings in MUFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $951,438 | 47,835 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $831,139 | 48,977 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $419,338 | 26,440 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $383,484 | 24,058 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $274,701 | 20,022 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $190,165 | 13,952 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $124,583 | 10,630 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $109,567 | 10,763 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $138,704 | 12,843 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $124,908 | 12,210 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $105,128 | 12,210 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $103,662 | 12,210 | Shares | Sole | 2024-01-12 | |
| 2023-06-30 | $89,110 | 12,091 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $79,063 | 12,373 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $85,516 | 12,821 | Shares | Sole | 2023-12-12 | |
| 2022-09-30 | $60,867 | 13,526 | Shares | Sole | 2023-12-12 | |
| 2022-06-30 | $72,228 | 13,526 | Shares | Sole | 2023-12-12 | |
| No filing history on record for this holder in this stock. | ||||||