Florida Trust Wealth Management Co

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1651023 SANIBEL, FL

Position in MUFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$616,907

+$121,724 QoQ

Shares Held

31,016

+6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#251

of 573 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Florida Trust Wealth Management Co holds $112,882,838 across 11 Banks - Diversified names. MUFG ranks #7 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	261,453	$85,581,410
2	BAC	Bank Of America Corp /De/	260,750	$14,857,534
3	C	Citigroup Inc	28,418	$3,977,382
4	BNY	Bank of New York Mellon Corp	19,864	$2,872,533
5	WFC	Wells Fargo & Company/Mn	31,186	$2,577,210
6	SAN	Banco Santander, S.A.	45,831	$632,467
7	MUFG	Mitsubishi Ufj Financial Group Inc This page	31,016	$616,907
8	HSBC	Hsbc Holdings PLC	5,289	$502,930

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$616,907	31,016	+6.3%	Shares	Defined	2026-07-27
2026-03-31	$495,183	29,180	+52.1%	Shares	Defined	2026-05-15
2025-12-31	$304,194	19,180	+64.2%	Shares	Defined	2026-01-20
2025-09-30	$186,194	11,681	0.0%	Shares	Defined	2025-10-29
2025-06-30	$160,263	11,681	0.0%	Shares	Defined	2025-08-13
2025-03-31	$159,211	11,681	0.0%	Shares	Defined	2025-04-15
2024-12-31	$136,901	11,681	0.0%	Shares	Defined	2025-01-15
2024-09-30	$118,912	11,681	0.0%	Shares	Defined	2024-10-08
2024-06-30	$126,154	11,681	0.0%	Shares	Defined	2024-07-22
2024-03-31	$119,496	11,681	0.0%	Shares	Defined	2024-05-21
2023-12-31	$100,572	11,681	—	Shares	Defined	2024-02-16
No filing history on record for this holder in this stock.