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Livermore
Livermore
ZHEN

Wallace Advisory Group, LLC

SEC CIK
0001932645
Latest filing
Aug 3, 2026

MUFG holding history

Mitsubishi Ufj Financial Group Inc in every 13F filed by Wallace Advisory Group, 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)
10,081
Value
$200.5K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of MUFG by Wallace Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,081$200.5K0.2%−646−6.0%ReducedHolders
Q1 202610,727$182.0K0.2%+186+1.8%AddedHolders
Q4 202510,541$167.2K0.2%−5,512−34.3%ReducedHolders
Q3 202516,053$220.2K0.2%−3,506−17.9%ReducedHolders
Q2 202519,559$266.6K0.2%+3,040+18.4%AddedHolders
Q1 202516,519$193.6K0.1%+4,879+41.9%AddedHolders
Q4 202411,640$118.5K0.1%−528−4.3%ReducedHolders
Q3 202412,168$131.4K0.1%00.0%UnchangedHolders
Q2 202412,168$131.4K0.1%−32−0.3%ReducedHolders
Q1 202412,200$105.0K0.1%00.0%UnchangedHolders
Q4 202312,200$103.6K0.1%−760−5.9%ReducedHolders
Q3 202312,960$95.5K0.1%−437−3.3%ReducedHolders
Q2 202313,397$85.6K0.1%00.0%UnchangedHolders
Q1 202313,397$85.6K0.1%+40.0%AddedHolders
Q4 202213,393$89.3K0.1%–No prior filingHolders