EXENCIAL WEALTH ADVISORS, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in MUFG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,902,047

+$605,166 QoQ

Shares Held

229,938

+10.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $34,595,872 across 9 Banks - Diversified names. MUFG ranks #3 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	60,711	$17,858,747
2	BAC	Bank Of America Corp /De/	99,376	$4,844,580
3	MUFG	Mitsubishi Ufj Financial Group Inc This page	229,938	$3,902,047
4	HSBC	Hsbc Holdings PLC	31,948	$2,635,390
5	ING	Ing Groep NV	87,051	$2,267,678
6	WFC	Wells Fargo & Company/Mn	19,800	$1,576,278
7	C	Citigroup Inc	8,095	$918,053
8	BNY	Bank of New York Mellon Corp	3,904	$463,131

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,902,047	229,938	+10.6%	Shares	Sole	2026-04-28
2025-12-31	$3,296,881	207,874	+6.0%	Shares	Sole	2026-01-30
2025-09-30	$3,126,551	196,145	+6.6%	Shares	Sole	2025-10-27
2025-06-30	$2,524,740	184,019	+6.7%	Shares	Sole	2025-07-30
2025-03-31	$2,349,784	172,398	-12.5%	Shares	Sole	2025-05-09
2024-12-31	$2,308,687	196,987	+1.4%	Shares	Sole	2025-02-06
2024-09-30	$1,978,320	194,334	+81.8%	Shares	Sole	2024-10-31
2024-06-30	$1,154,574	106,905	-1.8%	Shares	Sole	2024-08-12
2024-03-31	$1,114,179	108,913	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.