BAILARD, INC.

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 750641 Foster City, CA

Position in MUFG

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

Position Value

$2,228,893

+$377,042 QoQ

Shares Held

112,061

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#138

of 572 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BAILARD, INC. holds $86,171,066 across 12 Banks - Diversified names. MUFG ranks #6 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	151,505	$49,592,131
2	BAC	Bank Of America Corp /De/	196,263	$11,183,065
3	C	Citigroup Inc	63,802	$8,929,727
4	BNY	Bank of New York Mellon Corp	36,714	$5,309,211
5	WFC	Wells Fargo & Company/Mn	28,258	$2,335,241
6	MUFG	Mitsubishi Ufj Financial Group Inc This page	112,061	$2,228,893
7	UBS	UBS Group AG	31,504	$1,561,338
8	BNS	Bank Of Nova Scotia	16,673	$1,447,883

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,228,893	112,061	+2.7%	Shares	Sole	2026-07-30
2026-03-31	$1,851,851	109,125	-3.7%	Shares	Sole	2026-05-11
2025-12-31	$1,797,556	113,339	-1.1%	Shares	Sole	2026-02-04
2025-09-30	$1,827,505	114,649	-8.5%	Shares	Sole	2025-10-30
2025-06-30	$1,719,994	125,364	-2.5%	Shares	Sole	2025-08-08
2025-03-31	$1,751,959	128,537	-2.9%	Shares	Sole	2025-05-02
2024-12-31	$1,552,231	132,443	+1.2%	Shares	Sole	2025-02-05
2024-09-30	$1,332,836	130,927	+0.7%	Shares	Sole	2024-10-30
2024-06-30	$1,404,043	130,004	-0.7%	Shares	Sole	2024-07-25
2024-03-31	$1,339,986	130,986	+2.6%	Shares	Sole	2024-05-08
2023-12-31	$1,099,436	127,693	-1.2%	Shares	Sole	2024-02-02
2023-09-30	$1,097,239	129,239	-10.4%	Shares	Sole	2023-10-24
2023-06-30	$1,062,636	144,184	-1.0%	Shares	Sole	2023-07-20
2023-03-31	$930,524	145,622	+8.0%	Shares	Sole	2023-05-08
2022-12-31	$899,296	134,827	-3.4%	Shares	Sole	2023-02-02
2022-09-30	$628,060	139,569	+5.4%	Shares	Sole	2022-10-18
2022-06-30	$707,384	132,469	+2.6%	Shares	Sole	2022-07-27
2022-03-31	$798,869	129,058	-5.3%	Shares	Sole	2022-04-25
2021-12-31	$743,886	136,243	+2.6%	Shares	Sole	2022-02-10
2021-09-30	$787,065	132,726	-0.9%	Shares	Sole	2021-11-15
2021-06-30	$726,095	133,966	+11.2%	Shares	Sole	2021-08-13
2021-03-31	$648,160	120,476	+7.0%	Shares	Sole	2021-05-13
2020-12-31	$498,990	112,639	+37.7%	Shares	Sole	2021-02-03
2020-09-30	$327,961	81,786	+13.6%	Shares	Sole	2020-11-10
2020-06-30	$282,869	71,977	+1.8%	Shares	Sole	2020-08-12
2020-03-31	$258,853	70,725	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.