DIVERSIFY WEALTH MANAGEMENT, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 2030780 SANDY, UT

Position in MUFG

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

Position Value

$4,417,270

+$562,484 QoQ

Shares Held

222,085

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#101

of 572 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $72,181,423 across 15 Banks - Diversified names. MUFG ranks #6 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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 This page	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

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,417,270	222,085	-2.2%	Shares	Sole	2026-07-30
2026-03-31	$3,854,786	227,153	+48.4%	Shares	Sole	2026-05-01
2025-12-31	$2,428,340	153,111	+5.2%	Shares	Sole	2026-02-03
2025-09-30	$2,320,704	145,590	-0.4%	Shares	Sole	2025-11-12
2025-06-30	$2,006,069	146,215	+16.4%	Shares	Sole	2025-08-14
2025-03-31	$1,712,473	125,640	+11.7%	Shares	Sole	2025-05-01
2024-12-31	$1,318,324	112,485	+25.0%	Shares	Sole	2025-01-16
2024-09-30	$915,802	89,961	+4.9%	Shares	Sole	2024-10-25
2024-06-30	$926,370	85,775	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.