Wallace Advisory Group, LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1932645
LAFAYETTE, CA
Position in MUFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$200,510
+$18,474 QoQ
Shares Held
10,081
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#409
of 573 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $2,020,047 across 5 Banks - Diversified names. MUFG ranks #5 (9.9% of the industry book) .
All Filings in MUFG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,510 | 10,081 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $182,036 | 10,727 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $167,179 | 10,541 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $255,883 | 16,053 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $268,349 | 19,559 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $225,153 | 16,519 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $136,420 | 11,640 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $123,869 | 12,168 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $131,414 | 12,168 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $124,805 | 12,200 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $105,041 | 12,200 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $110,029 | 12,960 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $98,735 | 13,397 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $85,606 | 13,397 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $89,331 | 13,393 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||