Skip to main content

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MUFG overviewAll 13F holders of MUFGFull Q2 2026 holdings

Shares (Q2 2026)
1,548,878
Value
$30.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MUFG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,548,878$30.8M<0.1%+233,094+17.7%AddedHolders
Q1 20261,315,784$22.3M<0.1%+147,394+12.6%AddedHolders
Q4 20251,168,390$18.5M<0.1%+101,597+9.5%AddedHolders
Q3 20251,066,793$17.0M<0.1%+175,575+19.7%AddedHolders
Q2 2025891,218$12.2M<0.1%−51,428−5.5%ReducedHolders
Q1 2025942,646$12.8M<0.1%+183,225+24.1%AddedHolders
Q4 2024759,421$8.90M<0.1%+151,735+25.0%AddedHolders
Q3 2024607,686$6.19M<0.1%+49,529+8.9%AddedHolders
Q2 2024558,157$6.03M<0.1%+52,261+10.3%AddedHolders
Q1 2024505,896$5.18M<0.1%+87,949+21.0%AddedHolders
Q4 2023417,947$3.60M<0.1%+70,043+20.1%AddedHolders
Q3 2023347,904$2.95M<0.1%+43,485+14.3%AddedHolders
Q2 2023304,419$2.24M<0.1%+100,306+49.1%AddedHolders
Q1 2023204,113$1.30M<0.1%+32,234+18.8%AddedHolders
Q4 2022171,879$1.15M<0.1%+70,831+70.1%AddedHolders
Q3 2022101,048$455.0K<0.1%+11,822+13.2%AddedHolders
Q2 202289,226$476.0K<0.1%+20,877+30.5%AddedHolders
Q1 202268,349$423.0K<0.1%+15,059+28.3%AddedHolders
Q4 202153,290$291.0K<0.1%−151−0.3%ReducedHolders
Q3 202153,441$317.0K<0.1%+32,198+151.6%AddedHolders
Q2 202121,243$115.0K<0.1%−31,984−60.1%ReducedHolders
Q1 202153,227$286.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.