MPWM ADVISORY SOLUTIONS, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2056693
ALPHARETTA, GA
Position in MUFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,496
+$1,688 QoQ
Shares Held
578
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#488
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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $164,321 across 6 Banks - Diversified names. MUFG ranks #3 (7.0% of the industry book) .
All Filings in MUFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,496 | 578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,808 | 578 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,167 | 578 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,213 | 578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,930 | 578 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,878 | 578 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,774 | 578 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||