BAKER TILLY WEALTH MANAGEMENT, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1840565
MADISON, WI
Position in MUFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$241,703
-$16,885 QoQ
Shares Held
12,152
-20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#371
of 572 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $5,971,399 across 6 Banks - Diversified names. MUFG ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,694 | $1,179,144 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,107 | $835,242 | |
| 4 | C |
Citigroup Inc
|
5,671 | $793,713 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
12,152 | $241,703 | |
| 6 | SAN |
Banco Santander, S.A.
|
15,478 | $213,596 |
All Filings in MUFG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,703 | 12,152 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $258,588 | 15,238 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $220,676 | 13,914 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $191,009 | 11,983 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $162,348 | 11,833 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $155,954 | 11,442 | Shares | Sole | 2025-04-09 | |
| 2024-03-31 | $139,496 | 13,636 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $122,804 | 14,263 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $151,614 | 17,858 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $404,200 | 54,844 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $361,450 | 56,565 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $369,818 | 55,445 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $238,540 | 53,009 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $271,784 | 50,896 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $289,351 | 46,745 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $250,870 | 45,947 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $277,648 | 46,821 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $258,815 | 47,752 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $268,811 | 49,965 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $68,563 | 15,477 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||