Aprio Wealth Management, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1803519 ATLANTA, GA

Position in MUFG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$971,308

+$225,630 QoQ

Shares Held

48,834

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#209

of 573 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $27,303,438 across 18 Banks - Diversified names. MUFG ranks #7 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	25,329	$8,290,941
2	BAC	Bank Of America Corp /De/	58,418	$3,328,657
3	RY	Royal Bank Of Canada	11,844	$2,451,352
4	C	Citigroup Inc	16,705	$2,338,031
5	HSBC	Hsbc Holdings PLC	21,870	$2,079,618
6	WFC	Wells Fargo & Company/Mn	18,188	$1,503,056
7	MUFG	Mitsubishi Ufj Financial Group Inc This page	48,834	$971,308
8	ING	Ing Groep NV	25,101	$787,669

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,308	48,834	+11.1%	Shares	Sole	2026-07-24
2026-03-31	$745,678	43,941	+7.4%	Shares	Sole	2026-05-11
2025-12-31	$649,165	40,931	+9.3%	Shares	Sole	2026-01-29
2025-09-30	$596,889	37,446	+7.7%	Shares	Sole	2025-11-12
2025-06-30	$476,893	34,759	-4.7%	Shares	Sole	2025-08-14
2025-03-31	$497,113	36,472	+46.9%	Shares	Sole	2025-05-15
2024-12-31	$291,042	24,833	+23.7%	Shares	Sole	2025-01-13
2024-09-30	$204,302	20,069	+2.0%	Shares	Sole	2024-10-08
2024-06-30	$212,392	19,666	+11.3%	Shares	Sole	2024-07-10
2024-03-31	$180,764	17,670	+11.8%	Shares	Sole	2024-04-10
2023-12-31	$136,072	15,804	+23.0%	Shares	Sole	2024-01-17
2023-09-30	$109,096	12,850	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.