MUFG Securities EMEA’s Tilly's TLYS Stock Holding History

MUFG Securities EMEA’s Portfolio TLYS Stock Details TLYS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.1M	Hold	500,000	–	–	0.02%	323
2026 Q1	$2.02M	Hold	500,000	–	–	0.03%	288
2025 Q4	$995K	Hold	500,000	–	–	0.01%	409
2025 Q3	$1.03M	Buy	500,000 +250,000	+100%	+$433K	0.03%	246
2025 Q2	$345K	Buy	+250,000	New	+$344K	0.01%	158

Other funds holding TLYS

F1I

Fund 1 Investments Rincon, Puerto Rico $603M AUM 62.42% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

Shay Capital New York $1.56B AUM 46.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return

MUFG Securities EMEA's TLYS Position: Q2 2026 in Review

MUFG Securities EMEA held its Tilly's (TLYS) position steady in Q2 2026 at 500,000 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #323.

MUFG Securities EMEA first reported a position in TLYS in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold TLYS as of Q2 2026.

MUFG Securities EMEA held 500,000 shares of Tilly's worth $2.1M as of Q2 2026.
MUFG Securities EMEA left its Tilly's share count unchanged in Q2 2026.
Tilly's made up 0.02% of MUFG Securities EMEA's portfolio in Q2 2026, its #323 holding.
MUFG Securities EMEA first reported a position in Tilly's in Q2 2025 and has held it in 5 quarters since.
60 funds tracked by Wall St. Rank held Tilly's as of Q2 2026.

Based on MUFG Securities EMEA's 13F filing for Q2 2026, filed 12 Aug 2026.