Ballast Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Ballast Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Hold	63,069	–	–	0.3%	47
2026 Q1	$1.07M	Sell	63,069 -213	-0.3%	-$3.79K	0.31%	43
2025 Q4	$1M	Hold	63,282	–	–	0.28%	50
2025 Q3	$1.01M	Buy	63,282 +213	+0.3%	+$3.15K	0.28%	53
2025 Q2	$865K	Hold	63,069	–	–	0.26%	53
2025 Q1	$860K	Hold	63,069	–	–	0.27%	53
2024 Q4	$739K	Buy	63,069 +1,279	+2%	+$14.4K	0.23%	59
2024 Q3	$629K	Hold	61,790	–	–	0.19%	66
2024 Q2	$667K	Hold	61,790	–	–	0.21%	59
2024 Q1	$632K	Buy	+61,790	New	+$598K	0.21%	64

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Ballast Advisors's MUFG Position: Q2 2026 in Review

Ballast Advisors held its Mitsubishi UFJ Financial (MUFG) position steady in Q2 2026 at 63,069 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #47.

Ballast Advisors first reported a position in MUFG in Q1 2024 and has held it in 10 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Ballast Advisors held 63,069 shares of Mitsubishi UFJ Financial worth $1.25M as of Q2 2026.
Ballast Advisors left its Mitsubishi UFJ Financial share count unchanged in Q2 2026.
Mitsubishi UFJ Financial made up 0.3% of Ballast Advisors's portfolio in Q2 2026, its #47 holding.
Ballast Advisors first reported a position in Mitsubishi UFJ Financial in Q1 2024 and has held it in 10 quarters since.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.