Position in MUFG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$350,939
+$27,712 QoQ
Shares Held
17,644
-7.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#328
of 572 holders
Holding Since
Dec 2023
11 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, 2026EVERPAR ADVISORS LLC holds $14,983,958 across 6 Banks - Diversified names. MUFG ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
34,866 | $11,412,687 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,405 | $1,162,676 | |
| 3 | C |
Citigroup Inc
|
5,840 | $817,366 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
9,288 | $767,560 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,269 | $472,730 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
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|
17,644 | $350,939 |
All Filings in MUFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $350,939 | 17,644 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $323,227 | 19,047 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $322,703 | 20,347 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $405,433 | 25,435 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $373,897 | 27,252 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $380,604 | 27,924 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $354,787 | 30,272 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $303,791 | 29,842 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $384,037 | 35,559 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $365,262 | 35,705 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $581,648 | 67,555 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||