Resonant Capital Advisors, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1803236 Madison, WI

Position in MUFG

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

Position Value

$664,624

+$148,533 QoQ

Shares Held

33,415

+9.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#246

of 573 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $19,296,921 across 11 Banks - Diversified names. MUFG ranks #6 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	35,882	$11,745,255
2	BAC	Bank Of America Corp /De/	31,347	$1,786,152
3	WFC	Wells Fargo & Company/Mn	14,682	$1,213,320
4	C	Citigroup Inc	8,227	$1,151,450
5	BNY	Bank of New York Mellon Corp	5,382	$778,291
6	MUFG	Mitsubishi Ufj Financial Group Inc This page	33,415	$664,624
7	ING	Ing Groep NV	19,778	$620,633
8	HSBC	Hsbc Holdings PLC	5,699	$541,917

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,624	33,415	+9.9%	Shares	Sole	2026-07-27
2026-03-31	$516,091	30,412	+16.8%	Shares	Sole	2026-04-29
2025-12-31	$412,851	26,031	-0.0%	Shares	Sole	2026-01-29
2025-09-30	$415,109	26,042	-14.7%	Shares	Sole	2025-10-29
2025-06-30	$418,775	30,523	+23.6%	Shares	Sole	2025-07-31
2025-03-31	$336,483	24,687	+17.8%	Shares	Sole	2025-04-28
2024-12-31	$245,604	20,956	+2.1%	Shares	Sole	2025-01-24
2024-09-30	$209,046	20,535	0.0%	Shares	Sole	2024-10-18
2024-06-30	$221,778	20,535	+0.5%	Shares	Sole	2024-08-01
2024-03-31	$209,029	20,433	+3.8%	Shares	Sole	2024-05-01
2023-12-31	$169,418	19,677	-10.8%	Shares	Sole	2024-01-31
2023-09-30	$187,263	22,057	+57.7%	Shares	Sole	2023-10-31
2020-03-31	$51,185	13,985	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.