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EXENCIAL WEALTH ADVISORS, LLC: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on MUFG, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 229,938 MUFG shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 229,938 shares
    Change vs previous 13F +22,064 shares

    0.12% of the 13F portfolio, value $3,902,053.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 207,874 shares
    Change vs previous 13F +11,729 shares

    0.1% of the 13F portfolio, value $3,296,875.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 196,145 shares
    Change vs previous 13F +12,126 shares

    0.1% of the 13F portfolio, value $3,126,554.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 184,019 shares
    Change vs previous 13F +11,621 shares

    0.09% of the 13F portfolio, value $2,524,735.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 172,398 shares
    Change vs previous 13F -24,589 shares

    0.09% of the 13F portfolio, value $2,349,787.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 196,987 shares
    Change vs previous 13F +2,653 shares

    0.08% of the 13F portfolio, value $2,308,690.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 194,334 shares
    Change vs previous 13F +87,429 shares

    0.07% of the 13F portfolio, value $1,978,318.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 106,905 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,154,574.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).