Position in TW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,993,065
-$727,917 QoQ
Shares Held
50,101
+3.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#160
of 560 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW 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. TW ranks #10 (1.2% 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 TW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,993,065 | 50,101 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,720,982 | 48,623 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,184,826 | 48,213 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,161,941 | 55,523 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $7,380,170 | 50,411 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,088,100 | 54,480 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $8,447,873 | 64,527 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $7,909,190 | 63,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,263,434 | 59,089 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,310,930 | 60,583 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,193,653 | 68,152 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,848,264 | 72,921 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,001,984 | 73,043 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $10,075,839 | 127,510 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,866,022 | 105,745 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,686,131 | 83,058 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $6,990,438 | 102,424 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $8,063,301 | 91,764 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,645,382 | 96,319 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $7,897,375 | 97,764 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,981,364 | 94,387 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,088,278 | 55,247 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $4,032,957 | 64,579 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,631,612 | 62,614 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,712,354 | 63,852 | Shares | Defined | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||