SAGE RHINO CAPITAL LLC
Position in MUFG — Mitsubishi Ufj Financial Group Inc
CIK 1771605
MENLO PARK, CA
Position in MUFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$748,679
+$103,972 QoQ
Shares Held
37,641
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#235
of 573 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. MUFG ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
This page
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
|
14,030 | $695,326 |
All Filings in MUFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,679 | 37,641 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $644,707 | 37,991 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $603,013 | 38,021 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $630,953 | 39,583 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $543,078 | 39,583 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $541,124 | 39,701 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $468,706 | 39,992 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $416,555 | 40,919 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $444,646 | 41,171 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $420,698 | 41,124 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $347,912 | 40,408 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $343,989 | 40,517 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $292,655 | 39,709 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $252,104 | 39,453 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $257,702 | 38,636 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $171,553 | 38,123 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $206,262 | 38,626 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $241,546 | 39,022 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $203,565 | 37,283 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $207,004 | 34,908 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $195,911 | 36,146 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $194,686 | 36,187 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $157,964 | 35,658 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $144,837 | 36,119 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $96,013 | 24,431 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $95,203 | 26,012 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||