Nvest Wealth Strategies, Inc.
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 2106942
POWELL, OH
Position in MUFG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$616
+$90 QoQ
Shares Held
31
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 573 holders
Holding Since
Mar 2026
2 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, 2026Nvest Wealth Strategies, Inc. holds $74,274 across 14 Banks - Diversified names. MUFG ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
196 | $64,155 | |
| 2 | C |
Citigroup Inc
|
21 | $2,939 | |
| 3 | BAC |
Bank Of America Corp /De/
|
23 | $1,310 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
10 | $950 | |
| 5 | RY |
Royal Bank Of Canada
|
4 | $827 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
31 | $616 | |
| 7 | TD |
Toronto Dominion Bank
|
5 | $607 | |
| 8 | SAN |
Banco Santander, S.A.
|
42 | $579 |
All Filings in MUFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616 | 31 | Shares | Other | 2026-07-10 | |
| 2026-03-31 | $526 | 31 | Shares | Other | 2026-04-13 | |
| No filing history on record for this holder in this stock. | ||||||