EVERGREEN CAPITAL MANAGEMENT LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1260824
Bellevue, WA
Position in MUFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$4,545,739
+$1,492,973 QoQ
Shares Held
228,544
+27.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#12
of 189 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 99%
None 0%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $125,232,337 across 18 Banks - Diversified names. MUFG ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
97,875 | $32,037,423 | |
| 2 | BAC |
Bank Of America Corp /De/
|
397,722 | $22,662,199 | |
| 3 | C |
Citigroup Inc
|
156,204 | $21,862,311 | |
| 4 | UBS |
UBS Group AG
|
269,605 | $13,361,623 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
33,612 | $4,860,630 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
228,544 | $4,545,739 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
47,147 | $3,896,227 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
148,899 | $3,511,038 |
All Filings in MUFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545,739 | 228,544 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $3,052,766 | 179,892 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,568,939 | 161,976 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,524,560 | 158,379 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,589,201 | 115,831 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,185,959 | 87,011 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,010,439 | 86,215 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $686,650 | 67,451 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $691,502 | 64,028 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $607,610 | 59,395 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $506,379 | 58,813 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $520,436 | 61,300 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $445,699 | 60,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $289,312 | 45,276 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $285,782 | 42,846 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $192,878 | 42,862 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $267,543 | 50,102 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $158,488 | 25,604 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $90,625 | 16,598 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $128,342 | 21,643 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $110,194 | 20,331 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $77,509 | 14,407 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $63,588 | 14,354 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $47,775 | 11,914 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $120,439 | 32,907 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||