DMC Group, LLC MUFG — MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS

Ownership history in DMC Group, LLC  ·  7 quarters on record

AI Ownership Summary

DMC Group, LLC reported MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS (MUFG) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 0.8% in 2026 Q3. The latest visible filing shows MUFG at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MUFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DMC Group, LLC's position in MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MUFG was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MUFG stock page DMC Group, LLC fund profile DMC Group, LLC full holdings
How DMC Group, LLC held MUFG — position size vs. price
% of Fund (quarterly)    MUFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 50,047 +2,808 +5.9% 0.80% $1.2M 2026-10-26 $21.09
2026 Q2 REDUCED 10.0% +17.5% ❌ 47,239 -5,234 -10.0% 0.64% $940K 2026-07-28 $22.43
2026 Q1 ADDED — — — 52,473 +1,670 +3.3% 0.60% $890K 2026-04-30 $17.95
2025 Q4 ADDED — — — 50,803 +7,558 +17.5% 0.54% $806K 2026-01-21 $18.26
2025 Q3 ADDED — — — 43,245 +2,359 +5.8% 0.48% $689K 2025-10-29 $15.00
2025 Q2 ADDED — — — 40,886 +19,594 +92.0% 0.44% $561K 2025-07-23 $14.55
2025 Q1 INITIATED — — — 21,292 — — 0.24% $290K 2025-04-30 $12.64

🏢 Other funds also holding MUFG

As of 2026 Q3 — sorted by position size

QP WEALTH MANAGEMENT, LLC 3Y 2.56% Henry James International Management Inc. 3Y 7Y 2.36% FULCRUM WEALTH ADVISORS, LLC 2.15% JCIC Asset Management Inc. 3Y 7Y 1.77% AUGUSTINE ASSET MANAGEMENT INC 3Y 7Y 1.7% TODD ASSET MANAGEMENT LLC 3Y 7Y 1.43% Themes Management Co LLC 1.02% InTrack Investment Management Inc 3Y 0.87% Guardian Partners Inc. 0.82% Legacy Wealth Asset Management, LLC 3Y 0.69%

FAQ About DMC Group, LLC and MUFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DMC Group, LLC reported owning MUFG?

DMC Group, LLC reported MUFG across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported MUFG position in DMC Group, LLC's portfolio?

The largest reported portfolio weight for MUFG was 0.80% in 2026 Q3.

What is the latest reported MUFG position on this page?

The most recent filing on this page is 2026 Q3, when DMC Group, LLC reported 50,047 shares, equal to 0.80% of portfolio, with an estimated market value of $1.2M.

What does the chart on this MUFG ownership page compare?

The chart compares DMC Group, LLC's quarterly MUFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did DMC Group, LLC time their MUFG position?

Based on 13F filing dates vs. subsequent MUFG price moves, DMC Group, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on MUFG relative to SPY over the holding period was +415.0%.

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