Moran Wealth Management, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1965334 Naples, FL

Position in MUFG

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$7,632,270

-$1,329,653 QoQ

Shares Held

383,724

-27.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#68

of 573 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $45,574,788 across 7 Banks - Diversified names. MUFG ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	86,958	$28,463,961
2	SMFG	Sumitomo Mitsui Financial Group, Inc.	336,966	$7,945,657
3	MUFG	Mitsubishi Ufj Financial Group Inc This page	383,724	$7,632,270
4	C	Citigroup Inc	3,499	$489,719
5	BAC	Bank Of America Corp /De/	7,873	$448,603
6	CM	Canadian Imperial Bank Of Commerce /Can/	3,253	$374,095
7	WFC	Wells Fargo & Company/Mn	2,668	$220,483

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,632,270	383,724	-27.3%	Shares	Sole	2026-08-05
2026-03-31	$8,961,923	528,104	+8.6%	Shares	Defined	2026-04-27
2025-12-31	$7,715,382	486,468	+37.6%	Shares	Sole	2026-01-26
2025-09-30	$5,636,814	353,627	+2.3%	Shares	Sole	2025-10-23
2025-06-30	$4,742,510	345,664	+1.5%	Shares	Sole	2025-07-28
2025-03-31	$4,640,197	340,440	-6.1%	Shares	Sole	2025-04-23
2024-12-31	$4,249,062	362,548	-2.0%	Shares	Sole	2025-02-07
2024-09-30	$3,766,396	369,980	-0.5%	Shares	Sole	2024-11-08
2024-06-30	$4,014,619	371,724	+3.1%	Shares	Sole	2024-08-13
2024-03-31	$3,689,326	360,638	-38.8%	Shares	Sole	2024-05-15
2023-12-31	$5,069,722	588,818	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.