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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MUFG overviewAll 13F holders of MUFGFull Q2 2026 holdings

Shares (Q2 2026)
25,413
Value
$505.5K
% of portfolio
<0.1%
Quarters held
7
Since Q3 2021
Holdings of MUFG by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,413$505.5K<0.1%−25,413−50.0%ReducedHolders
Q1 202650,826$862.5K<0.1%+50,826NewHolders
Q2 20250$00.0%−147−100.0%Sold outHolders
Q1 2025147$2.00K<0.1%+73+98.6%AddedHolders
Q4 202474$868<0.1%−8,207−99.1%ReducedHolders
Q3 20248,281$84.3K<0.1%00.0%UnchangedHolders
Q2 20248,281$89.4K<0.1%+8,281NewHolders
Q4 20210$00.0%−3,132−100.0%Sold outHolders
Q3 20213,132$19.0K<0.1%+3,132NewHolders