MONTAG A & ASSOCIATES INC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 829407
ATLANTA, GA
Position in MUFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,353
+$1,226 QoQ
Shares Held
420
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#502
of 572 holders
Holding Since
Dec 2022
15 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, 2026MONTAG A & ASSOCIATES INC holds $36,290,017 across 7 Banks - Diversified names. MUFG ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
79,072 | $25,882,637 | |
| 2 | BAC |
Bank Of America Corp /De/
|
133,263 | $7,593,325 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
26,573 | $2,195,992 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
2,992 | $432,673 | |
| 5 | C |
Citigroup Inc
|
1,181 | $165,292 | |
| 6 | UBS |
UBS Group AG
|
237 | $11,745 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
420 | $8,353 |
All Filings in MUFG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,353 | 420 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $7,127 | 420 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,661 | 420 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $17,103 | 1,073 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,482 | 764 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,413 | 764 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,778 | 1,005 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,230 | 1,005 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,854 | 1,005 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,388 | 1,211 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $12,226 | 1,420 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,055 | 1,420 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,477 | 1,693 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,818 | 1,693 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,465 | 1,719 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||