Position in SF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$113,794
-$210,345 QoQ
Shares Held
1,631
-62.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
of 592 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $429,994,121 across 26 Capital Markets names. SF ranks #25 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
141,192 | $142,797,352 | |
| 2 | MS |
Morgan Stanley
|
529,981 | $110,787,227 | |
| 3 | SCHW |
Schwab Charles Corp
|
849,779 | $78,409,108 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
311,268 | $31,213,955 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
195,153 | $16,986,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
35,646 | $10,040,765 | |
| 7 | XP |
XP Inc.
|
614,527 | $9,992,208 | |
| 8 | IREN |
IREN Ltd
|
131,115 | $5,995,888 |
All Filings in SF
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113,794 | 1,631 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $324,139 | 4,385 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,071,883 | 8,560 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $701,244 | 6,180 | Shares | Defined | 2025-10-31 | |
| 2025-03-31 | $321,143 | 3,407 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $423,471 | 3,992 | Shares | Defined | 2025-02-12 | |
| 2024-06-30 | $48,470 | 576 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $33,222 | 425 | Shares | Defined | 2024-05-10 | |
| 2022-03-31 | $440,875 | 6,493 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $527,657 | 7,493 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $557,340 | 8,201 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $531,916 | 8,201 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $555,400 | 8,670 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $567,675 | 11,250 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $485,375 | 9,600 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $455,328 | 9,600 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $396,288 | 9,600 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||