ONE WEALTH CAPITAL MANAGEMENT, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2050308
SCOTTSDALE, AZ
Position in MUFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$663,848
+$395,773 QoQ
Shares Held
33,376
+111.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#248
of 573 holders
Holding Since
Dec 2024
7 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, 2026ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,563,405 across 5 Banks - Diversified names. MUFG ranks #2 (25.9% of the industry book) .
All Filings in MUFG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,848 | 33,376 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $268,075 | 15,797 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $308,984 | 19,482 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $255,295 | 16,016 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $202,191 | 14,737 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $208,879 | 15,325 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $174,252 | 14,868 | Shares | Sole | 2025-01-07 | |
| No filing history on record for this holder in this stock. | ||||||