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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Beverly Hills Private Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of MUFG by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−18,390−100.0%Sold outHolders
Q1 202618,390$312.1K0.1%−1,872−9.2%ReducedHolders
Q4 202520,262$321.4K0.1%−119−0.6%ReducedHolders
Q3 202520,381$324.9K0.1%−1,906−8.6%ReducedHolders
Q2 202522,287$305.8K0.1%−1,762−7.3%ReducedHolders
Q1 202524,049$327.8K0.1%+224+0.9%AddedHolders
Q4 202423,825$279.2K0.1%−313−1.3%ReducedHolders
Q3 202424,138$245.7K<0.1%−6,515−21.3%ReducedHolders
Q2 202430,653$331.1K0.1%+1,414+4.8%AddedHolders
Q1 202429,239$299.1K0.1%−805−2.7%ReducedHolders
Q4 202330,044$258.7K0.1%−1,052−3.4%ReducedHolders
Q3 202331,096$264.0K0.1%−34,508−52.6%ReducedHolders
Q2 202365,604$520.9K0.1%+32,507+98.2%AddedHolders
Q1 202333,097$211.5K0.1%+13,912+72.5%AddedHolders
Q4 202219,185$128.0K0.1%–No prior filingHolders