Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
MUFG holding history
Mitsubishi Ufj Financial Group Inc in every 13F filed by Marks Group Wealth Management, Inc, 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)
- 35,541
- Value
- $706.9K
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 35,541 | $706.9K | 0.1% | −44,024−55.3% | Reduced | Holders |
| Q1 2026 | 79,565 | $1.35M | 0.1% | −108−0.1% | Reduced | Holders |
| Q4 2025 | 79,673 | $1.26M | 0.1% | +19,899+33.3% | Added | Holders |
| Q3 2025 | 59,774 | $952.8K | 0.1% | +8,338+16.2% | Added | Holders |
| Q2 2025 | 51,436 | $705.7K | 0.1% | +2,266+4.6% | Added | Holders |
| Q1 2025 | 49,170 | $670.2K | 0.1% | +13,136+36.5% | Added | Holders |
| Q4 2024 | 36,034 | $422.3K | <0.1% | +36,034 | New | Holders |