LRI Investments, LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 2023325 PALM BEACH GARDENS, FL

Position in MUFG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$192,455

+$39,233 QoQ

Shares Held

9,676

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#411

of 573 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LRI Investments, LLC holds $22,699,940 across 19 Banks - Diversified names. MUFG ranks #6 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	37,791	$12,370,127
2	TD	Toronto Dominion Bank	23,632	$2,869,633
3	C	Citigroup Inc	18,038	$2,524,598
4	BAC	Bank Of America Corp /De/	41,153	$2,344,897
5	WFC	Wells Fargo & Company/Mn	26,002	$2,148,805
6	MUFG	Mitsubishi Ufj Financial Group Inc This page	9,676	$192,455
7	BNY	Bank of New York Mellon Corp	392	$56,685
8	BMO	Bank Of Montreal /Can/	307	$54,246

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,455	9,676	+7.2%	Shares	Sole	2026-07-14
2026-03-31	$153,222	9,029	-7.5%	Shares	Sole	2026-04-30
2025-12-31	$154,857	9,764	0.0%	Shares	Sole	2026-02-04
2025-09-30	$155,638	9,764	+0.9%	Shares	Sole	2025-11-03
2025-06-30	$132,768	9,677	+14.4%	Shares	Sole	2025-07-25
2025-03-31	$115,296	8,459	-44.2%	Shares	Sole	2025-05-01
2024-12-31	$177,628	15,156	0.0%	Shares	Sole	2025-02-14
2024-09-30	$154,288	15,156	0.0%	Shares	Sole	2024-11-15
2024-06-30	$163,684	15,156	—	Shares	Sole	2024-07-24
No filing history on record for this holder in this stock.