Aaron Wealth Advisors LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1812198
Chicago, IL
Position in MUFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,985,508
+$617,617 QoQ
Shares Held
150,101
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#124
of 573 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Aaron Wealth Advisors LLC holds $45,316,292 across 13 Banks - Diversified names. MUFG ranks #7 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,779 | $11,711,540 | |
| 2 | BAC |
Bank Of America Corp /De/
|
81,187 | $4,626,035 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
43,514 | $4,137,746 | |
| 4 | C |
Citigroup Inc
|
29,376 | $4,111,464 | |
| 5 | ING |
Ing Groep NV
|
99,831 | $3,132,696 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
37,034 | $3,060,489 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
150,101 | $2,985,508 | |
| 8 | SAN |
Banco Santander, S.A.
|
197,972 | $2,732,013 |
All Filings in MUFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,985,508 | 150,101 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,367,891 | 139,534 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,699,716 | 107,170 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,328,407 | 83,338 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,373,673 | 100,122 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,242,047 | 91,126 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,002,774 | 85,561 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $791,413 | 77,742 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $699,030 | 64,725 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $615,702 | 60,186 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $299,645 | 34,802 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $276,281 | 32,542 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $227,305 | 30,842 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $114,828 | 17,970 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $119,859 | 17,970 | Shares | Sole | 2023-01-24 | |
| 2022-03-31 | $153,221 | 24,753 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||