Premier Path Wealth Partners, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1999925
MADISON, NJ
Position in MUFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$201,008
+$17,223 QoQ
Shares Held
10,106
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#407
of 573 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Premier Path Wealth Partners, LLC holds $23,647,599 across 7 Banks - Diversified names. MUFG ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,243 | $9,572,111 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
29,881 | $4,321,091 | |
| 3 | BAC |
Bank Of America Corp /De/
|
66,237 | $3,774,184 | |
| 4 | C |
Citigroup Inc
|
21,885 | $3,063,024 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
28,987 | $2,395,485 | |
| 6 | TD |
Toronto Dominion Bank
|
2,641 | $320,696 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
10,106 | $201,008 |
All Filings in MUFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,008 | 10,106 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $183,785 | 10,830 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $174,523 | 11,004 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $186,099 | 11,675 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $160,181 | 11,675 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $159,130 | 11,675 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $136,831 | 11,675 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $126,327 | 11,697 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $120,437 | 11,773 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||