Beaird Harris Wealth Management, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1908938 DALLAS, TX

Position in MUFG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,708

+$838 QoQ

Shares Held

287

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#514

of 573 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Beaird Harris Wealth Management, LLC holds $1,331,116 across 9 Banks - Diversified names. MUFG ranks #7 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,687	$879,535
2	BAC	Bank Of America Corp /De/	3,082	$175,612
3	WFC	Wells Fargo & Company/Mn	2,020	$166,932
4	C	Citigroup Inc	594	$83,136
5	SAN	Banco Santander, S.A.	459	$6,334
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	247	$6,189
7	MUFG	Mitsubishi Ufj Financial Group Inc This page	287	$5,708
8	SMFG	Sumitomo Mitsui Financial Group, Inc.	164	$3,867

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,708	287	0.0%	Shares	Sole	2026-07-08
2026-03-31	$4,870	287	0.0%	Shares	Sole	2026-05-14
2025-12-31	$4,551	287	0.0%	Shares	Sole	2026-02-23
2025-09-30	$4,574	287	+39.3%	Shares	Sole	2025-11-13
2025-06-30	$2,826	206	+89.0%	Shares	Sole	2025-08-14
2025-03-31	$1,485	109	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,277	109	0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,109	109	0.0%	Shares	Sole	2024-12-02
2024-06-30	$1,177	109	0.0%	Shares	Sole	2024-08-15
2024-03-31	$1,115	109	0.0%	Shares	Sole	2024-05-15
2023-12-31	$938	109	—	Shares	Sole	2024-02-27
No filing history on record for this holder in this stock.