HIGHLINE WEALTH PARTNERS LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2042654
SHERMAN OAKS, CA
Position in MUFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$36,736
+$5,138 QoQ
Shares Held
1,847
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#443
of 573 holders
Holding Since
Jun 2024
9 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, 2026HIGHLINE WEALTH PARTNERS LLC holds $6,905,935 across 18 Banks - Diversified names. MUFG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,206 | $6,286,699 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,953 | $111,281 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
991 | $81,896 | |
| 4 | C |
Citigroup Inc
|
553 | $77,397 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
416 | $39,557 | |
| 6 | RY |
Royal Bank Of Canada
|
184 | $38,082 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
1,847 | $36,736 | |
| 8 | BCS |
Barclays PLC
|
1,238 | $33,252 |
All Filings in MUFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,736 | 1,847 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $31,598 | 1,862 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $29,705 | 1,873 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $28,150 | 1,766 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,288 | 1,333 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $17,569 | 1,289 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,969 | 680 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $6,046 | 594 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,302 | 491 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||