FIDELIS CAPITAL PARTNERS, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1962755 TAMPA, FL

Position in MUFG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$265,949

+$67,231 QoQ

Shares Held

13,371

+14.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#358

of 573 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $51,997,761 across 7 Banks - Diversified names. MUFG ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	81,211	$26,582,796
2	BAC	Bank Of America Corp /De/	246,907	$14,068,760
3	WFC	Wells Fargo & Company/Mn	80,753	$6,673,427
4	C	Citigroup Inc	14,008	$1,960,559
5	BNY	Bank of New York Mellon Corp	11,690	$1,690,490
6	TD	Toronto Dominion Bank	6,224	$755,780
7	MUFG	Mitsubishi Ufj Financial Group Inc This page	13,371	$265,949

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,949	13,371	+14.2%	Shares	Sole	2026-08-13
2026-03-31	$198,718	11,710	+11.0%	Shares	Sole	2026-05-06
2025-12-31	$167,386	10,554	+1.3%	Shares	Sole	2026-02-09
2025-09-30	$166,015	10,415	0.0%	Shares	Sole	2025-11-03
2025-06-30	$142,893	10,415	-1.2%	Shares	Sole	2025-08-07
2025-03-31	$143,714	10,544	-39.1%	Shares	Sole	2025-05-01
2024-09-30	$176,215	17,310	-0.3%	Shares	Sole	2024-10-25
2024-06-30	$187,466	17,358	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$176,764	17,279	+14.8%	Shares	Sole	2024-05-06
2023-12-31	$129,589	15,051	+47.4%	Shares	Sole	2024-01-31
2023-09-30	$86,682	10,210	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.