COZAD ASSET MANAGEMENT INC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 709428
CHAMPAIGN, IL
Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$322,755
+$62,402 QoQ
Shares Held
16,227
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#339
of 572 holders
Holding Since
Mar 2020
26 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, 2026COZAD ASSET MANAGEMENT INC holds $5,223,834 across 5 Banks - Diversified names. MUFG ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
10,878 | $3,560,695 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,134 | $634,415 | |
| 3 | BMO |
Bank Of Montreal /Can/
|
2,488 | $439,629 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
16,227 | $322,755 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
2,316 | $266,340 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,755 | 16,227 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $260,353 | 15,342 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $289,397 | 18,247 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,857 | 18,247 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $246,232 | 17,947 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $244,617 | 17,947 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $210,338 | 17,947 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $190,142 | 18,678 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $279,784 | 25,906 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $265,018 | 25,906 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $234,811 | 27,272 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $167,677 | 19,750 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $140,693 | 19,090 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $121,985 | 19,090 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $127,330 | 19,090 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $140,278 | 31,173 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $207,939 | 38,940 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $133,023 | 21,490 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $117,335 | 21,490 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $127,435 | 21,490 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $116,475 | 21,490 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $115,616 | 21,490 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $95,200 | 21,490 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $103,598 | 25,835 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $191,025 | 48,607 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $167,097 | 45,655 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||