Icon Wealth Advisors, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1963212
HOUSTON, TX
Position in MUFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$281,105
+$89,294 QoQ
Shares Held
14,133
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#355
of 573 holders
Holding Since
Dec 2024
7 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, 2026Icon Wealth Advisors, LLC holds $22,478,734 across 6 Banks - Diversified names. MUFG ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,608 | $12,964,886 | |
| 2 | BAC |
Bank Of America Corp /De/
|
137,396 | $7,828,824 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,188 | $924,576 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
14,133 | $281,105 | |
| 5 | SAN |
Banco Santander, S.A.
|
19,500 | $269,100 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,211 | $210,243 |
All Filings in MUFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,105 | 14,133 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $191,811 | 11,303 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $279,960 | 17,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $223,399 | 14,015 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $190,104 | 13,856 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $194,077 | 14,239 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $147,660 | 12,599 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||