Diversify Advisory Services, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2021232
SANDY, UT
Position in MUFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,417,270
+$3,477,851 QoQ
Shares Held
222,085
+274.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#101
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, 2026Diversify Advisory Services, LLC holds $72,181,423 across 15 Banks - Diversified names. MUFG ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,679 | $23,790,017 | |
| 2 | BAC |
Bank Of America Corp /De/
|
299,572 | $17,069,612 | |
| 3 | C |
Citigroup Inc
|
36,197 | $5,066,132 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
58,391 | $4,825,432 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
186,236 | $4,667,074 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
222,085 | $4,417,270 | |
| 7 | BCS |
Barclays PLC
|
140,040 | $3,761,474 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
116,391 | $2,744,499 |
All Filings in MUFG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,417,270 | 222,085 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $939,419 | 59,232 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $860,154 | 53,962 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $701,325 | 51,117 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $567,416 | 41,630 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $365,546 | 31,190 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $270,146 | 26,537 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $388,476 | 35,970 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $964,238 | 94,256 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||