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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Personal Cfo Solutions, LLC, 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)
52,479
Value
$1.06M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MUFG by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202652,479$1.06M0.2%−1,140−2.1%ReducedHolders
Q1 202653,619$909.9K0.1%+1,870+3.6%AddedHolders
Q4 202551,749$820.7K0.1%+2,040+4.1%AddedHolders
Q3 202549,709$792.4K0.1%−753−1.5%ReducedHolders
Q2 202550,462$692.3K0.1%+1,318+2.7%AddedHolders
Q1 202549,144$669.8K0.1%+474+1.0%AddedHolders
Q4 202448,670$570.4K0.1%+1,288+2.7%AddedHolders
Q3 202447,382$482.4K0.1%+1,037+2.2%AddedHolders
Q2 202446,345$500.5K0.1%+844+1.9%AddedHolders
Q1 202445,501$465.5K0.1%−481−1.0%ReducedHolders
Q4 202345,982$395.9K0.1%−404−0.9%ReducedHolders
Q3 202346,386$393.8K0.1%−3,384−6.8%ReducedHolders
Q2 202349,770$366.8K0.1%−4,842−8.9%ReducedHolders
Q1 202354,612$349.0K0.1%+296+0.5%AddedHolders
Q4 202254,316$362.3K0.1%+1,322+2.5%AddedHolders
Q3 202252,994$238.0K0.1%−1,246−2.3%ReducedHolders
Q2 202254,240$290.0K0.1%+34,938+181.0%AddedHolders
Q1 202219,302$119.0K<0.1%+86+0.4%AddedHolders
Q4 202119,216$105.0K<0.1%+3,441+21.8%AddedHolders
Q3 202115,775$94.0K<0.1%+354+2.3%AddedHolders
Q2 202115,421$84.0K<0.1%+2,060+15.4%AddedHolders
Q1 202113,361$72.0K<0.1%––Holders

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