JONES FINANCIAL COMPANIES LLLP
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 815917
DES PERES, MO
Position in MUFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,338,792
+$8,433,731 QoQ
Shares Held
1,625,882
+15.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#28
of 573 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. MUFG ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,180,764 | $713,829,479 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,659,618 | $379,465,033 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
4,142,748 | $342,356,694 | |
| 4 | C |
Citigroup Inc
|
1,534,134 | $214,717,393 | |
| 5 | UBS |
UBS Group AG
|
4,128,651 | $204,615,943 | |
| 6 | BCS |
Barclays PLC
|
6,994,045 | $187,860,047 | |
| 7 | ING |
Ing Groep NV
|
5,077,640 | $159,336,342 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
5,545,925 | $138,980,880 |
All Filings in MUFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,338,792 | 1,625,882 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,905,061 | 1,408,666 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,778,492 | 112,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,258,478 | 78,951 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $659,657 | 48,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $334,806 | 24,564 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $245,006 | 20,905 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $128,675 | 12,640 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $52,379 | 4,850 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,986 | 2,247 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,505 | 1,801 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $19,094 | 2,249 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $1,640 | 246 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $2,985 | 559 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,190 | 1,000 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $5,170 | 961 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $12,182 | 2,750 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||