Legacy Wealth Partners, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2066638
Lakewood, CO
Position in MUFG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$400,863
+$58,850 QoQ
Shares Held
20,154
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#309
of 573 holders
Holding Since
Dec 2025
3 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, 2026Legacy Wealth Partners, LLC holds $1,910,782 across 4 Banks - Diversified names. MUFG ranks #2 (21.0% of the industry book) .
All Filings in MUFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,863 | 20,154 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $342,013 | 20,154 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $319,642 | 20,154 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||