Portside Wealth Group, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1978608 Provo, UT

Position in MUFG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,142,620

+$52,638 QoQ

Shares Held

57,447

-10.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#191

of 572 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $19,425,813 across 10 Banks - Diversified names. MUFG ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	18,442	$6,036,619
2	WFC	Wells Fargo & Company/Mn	49,762	$4,112,331
3	BAC	Bank Of America Corp /De/	61,540	$3,506,548
4	C	Citigroup Inc	13,883	$1,943,064
5	MUFG	Mitsubishi Ufj Financial Group Inc This page	57,447	$1,142,620
6	HSBC	Hsbc Holdings PLC	7,576	$720,401
7	SAN	Banco Santander, S.A.	47,727	$658,632
8	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,843	$547,385

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,620	57,447	-10.6%	Shares	Sole	2026-07-14
2026-03-31	$1,089,982	64,230	+6.6%	Shares	Other	2026-05-12
2025-12-31	$955,976	60,276	+22.2%	Shares	Other	2026-01-21
2025-09-30	$786,527	49,343	-1.2%	Shares	Sole	2025-11-05
2025-06-30	$685,327	49,951	+2.4%	Shares	Other	2025-08-11
2025-03-31	$665,116	48,798	+16.1%	Shares	Other	2025-04-14
2024-12-31	$492,697	42,039	+39.7%	Shares	Other	2025-04-14
2024-09-30	$306,345	30,093	+1.2%	Shares	Other	2024-10-31
2024-06-30	$321,213	29,742	-0.4%	Shares	Other	2024-07-18
2024-03-31	$305,406	29,854	-4.6%	Shares	Other	2024-04-17
2023-12-31	$269,338	31,282	-7.7%	Shares	Other	2024-01-16
2023-09-30	$287,836	33,903	-1.8%	Shares	Other	2023-10-27
2023-06-30	$254,456	34,526	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.