JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1903880
MONTGOMERY, AL
Position in MUFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$493,450
+$183,731 QoQ
Shares Held
24,809
+35.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#280
of 573 holders
Holding Since
Jun 2025
5 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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $6,937,329 across 14 Banks - Diversified names. MUFG ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,564 | $1,493,933 | |
| 2 | C |
Citigroup Inc
|
6,597 | $923,315 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
10,048 | $830,366 | |
| 4 | BAC |
Bank Of America Corp /De/
|
10,081 | $574,415 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
24,809 | $493,450 | |
| 6 | SAN |
Banco Santander, S.A.
|
29,755 | $410,618 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,622 | $379,166 | |
| 8 | UBS |
UBS Group AG
|
6,054 | $300,036 |
All Filings in MUFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $493,450 | 24,809 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $309,719 | 18,251 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $233,918 | 14,749 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $239,338 | 15,015 | Shares | Other | 2025-10-29 | |
| 2025-06-30 | $153,635 | 11,198 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||