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Ballast Advisors LLC

SEC CIK
0001803415
Latest filing
Aug 12, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Ballast 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)
63,069
Value
$1.25M
% of portfolio
0.3%
Quarters held
10
Since Q1 2024
Holdings of MUFG by Ballast Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202663,069$1.25M0.3%00.0%UnchangedHolders
Q1 202663,069$1.07M0.3%−213−0.3%ReducedHolders
Q4 202563,282$1.00M0.3%00.0%UnchangedHolders
Q3 202563,282$1.01M0.3%+213+0.3%AddedHolders
Q2 202563,069$865.3K0.3%00.0%UnchangedHolders
Q1 202563,069$859.6K0.3%00.0%UnchangedHolders
Q4 202463,069$739.2K0.2%+1,279+2.1%AddedHolders
Q3 202461,790$629.0K0.2%00.0%UnchangedHolders
Q2 202461,790$667.3K0.2%00.0%UnchangedHolders
Q1 202461,790$632.1K0.2%+61,790NewHolders