Position in MUFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$503,137
+$116,425 QoQ
Shares Held
25,296
+11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#276
of 572 holders
Holding Since
Jun 2024
9 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, 2026SYM FINANCIAL Corp holds $9,705,148 across 13 Banks - Diversified names. MUFG ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
11,784 | $3,857,256 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
11,096 | $916,973 | |
| 3 | C |
Citigroup Inc
|
6,480 | $906,940 | |
| 4 | BAC |
Bank Of America Corp /De/
|
11,044 | $629,287 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
6,136 | $583,472 | |
| 6 | SAN |
Banco Santander, S.A.
|
39,750 | $548,550 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
25,296 | $503,137 | |
| 8 | BCS |
Barclays PLC
|
14,113 | $379,075 |
All Filings in MUFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,137 | 25,296 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $386,712 | 22,788 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $338,277 | 21,329 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $330,691 | 20,746 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $273,302 | 19,920 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $313,121 | 22,973 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $232,595 | 19,846 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $145,319 | 14,275 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $109,209 | 10,112 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||