Position in MUFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,254,442
+$184,162 QoQ
Shares Held
63,069
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#183
of 573 holders
Holding Since
Mar 2024
10 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, 2026BALLAST ADVISORS LLC holds $14,624,071 across 3 Banks - Diversified names. MUFG ranks #2 (8.6% of the industry book) .
All Filings in MUFG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,442 | 63,069 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,070,280 | 63,069 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,003,652 | 63,282 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,008,715 | 63,282 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $865,306 | 63,069 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $859,630 | 63,069 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $739,168 | 63,069 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $629,022 | 61,790 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $667,332 | 61,790 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $632,111 | 61,790 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||