MERCER GLOBAL ADVISORS INC /ADV
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 853758
DENVER, CO
Position in MUFG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,259,720
+$1,774,856 QoQ
Shares Held
415,270
+8.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $756,380,884 across 19 Banks - Diversified names. MUFG ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
950,438 | $311,106,870 | |
| 2 | C |
Citigroup Inc
|
664,798 | $93,045,128 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,037,503 | $85,739,247 | |
| 4 | BAC |
Bank Of America Corp /De/
|
1,492,730 | $85,055,755 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
548,683 | $79,345,048 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
200,940 | $19,107,384 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,255,568 | $17,326,838 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
553,887 | $13,880,408 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,259,720 | 415,270 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $6,484,864 | 382,137 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,652,059 | 356,372 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,548,650 | 348,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,039,849 | 367,336 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,062,250 | 371,405 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,889,610 | 331,878 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,940,798 | 288,880 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,022,358 | 279,848 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,921,943 | 285,625 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,241,596 | 260,348 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,078,555 | 244,824 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $751,968 | 102,031 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $619,408 | 96,934 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $816,514 | 122,416 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $896,008 | 199,113 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,684,808 | 690,039 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,072,283 | 657,881 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,389,371 | 620,764 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,318,997 | 559,696 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,821,402 | 520,554 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,717,056 | 505,029 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,022,246 | 456,489 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,846,516 | 460,478 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $1,299,537 | 330,671 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $919,392 | 251,200 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||