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Disclosery

Caprock Group, LLC: MUFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caprock Group, LLC on MUFG, newest first. How the timeline and the estimate are built.

Caprock Group, LLC held 174,565 MUFG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,565 shares
    Change vs previous 13F +4,327 shares

    0.07% of the 13F portfolio, value $3,525,508.

    13F-HR 0001610769-26-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 170,238 shares
    Change vs previous 13F +4,838 shares

    0.07% of the 13F portfolio, value $2,888,941.

    13F-HR 0001610769-26-000002 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 165,400 shares
    Change vs previous 13F +10,569 shares

    0.06% of the 13F portfolio, value $2,623,246.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 154,831 shares
    Change vs previous 13F -11,079 shares

    0.06% of the 13F portfolio, value $2,367,371.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 165,910 shares
    Change vs previous 13F +29,253 shares

    0.07% of the 13F portfolio, value $2,261,356.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 136,657 shares
    Change vs previous 13F +7,166 shares

    0.05% of the 13F portfolio, value $1,601,622.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 129,491 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,318,222.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).