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Manager record · archived quarter

Mitsubishi Ufj Financial Group Inc

New York, NY · CIK 67088 · EDGAR filings ↗

Q2 2026 Q1 2026 Q4 2025 Diff ⇄
$66.94BReported 13F value
1Positions
100.0%Top-10 weight
1.00Effective holdings
Est. turnover
+0New
−0Exits

Reported 13F portfolio value covers U.S. reportable long positions only — not cash, bonds, shorts or non-U.S. holdings. It is not assets under management. No comparable prior filing — change columns unavailable this quarter.

Reported value by quarter Q4 2025 → Q2 2026
Sector exposure
Financial Services 100.0%

Share of reported common-equity value; (±pp) vs prior quarter.

The portfolio · Q4 2025
#SecurityWeightValueSharesΔ sharesHeld
1 MS Morgan Stanley 100.0% $66.94B 377.09M n/c 1

Common-stock (SH) positions only; option lines are in the Options tab and are never netted. ✂ = change computed against split-adjusted prior shares. “Held N+” = held every quarter in our window, possibly longer.

Position age
10–1 quarters

Consecutive quarters each current position has been reported, within our data window.

Filing record
Aug 07 2026 13F-HR · period Q2 2026

$78.83B · 1 positions · View original SEC filing ↗

May 11 2026 13F-HR · period Q1 2026

$62.06B · 1 positions · View original SEC filing ↗

Feb 04 2026 13F-HR · period Q4 2025

$66.94B · 1 positions · View original SEC filing ↗

Nov 07 2025 13F-HR · period Q3 2025

$59.94B · 1 positions · View original SEC filing ↗

Aug 08 2025 13F-HR · period Q2 2025

$53.12B · 1 positions · View original SEC filing ↗

Provenance: All holdings parsed from this manager's 13F information tables on SEC EDGAR; values as reported, whole USD. Changes compare the latest accepted version of each quarter (amendments incorporated) on split-adjusted share counts. Reporting period: Q4 2025 · latest filing Aug 07, 2026 · Change methodology