TRUST POINT INC.

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1635633 LA CROSSE, WI

Position in MUFG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$976,459

+$155,434 QoQ

Shares Held

49,093

+1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#208

of 572 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 47% Shared 0% None 53%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. MUFG ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc This page	49,093	$976,459
6	SAN	Banco Santander, S.A.	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$976,459	49,093	+1.5%	Shares	Sole	2026-07-08
2026-03-31	$821,025	48,381	+12.5%	Shares	Sole	2026-04-15
2025-12-31	$681,853	42,992	+40.3%	Shares	Sole	2026-01-13
2025-09-30	$488,592	30,652	+22.9%	Shares	Sole	2025-10-10
2025-06-30	$342,163	24,939	+11.6%	Shares	Sole	2025-07-10
2025-03-31	$304,548	22,344	+0.3%	Shares	Sole	2025-04-17
2024-12-31	$261,203	22,287	+1.7%	Shares	Sole	2025-01-24
2024-09-30	$223,064	21,912	+4.2%	Shares	Sole	2024-10-17
2024-06-30	$227,059	21,024	-7.0%	Shares	Sole	2024-07-24
2024-03-31	$231,330	22,613	+22.1%	Shares	Sole	2024-04-19
2023-12-31	$159,414	18,515	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.