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Confluence Investment Management’s Mitsubishi UFJ Financial MUFG Stock Holding History

Confluence Investment Management’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.12M Sell
106,721
-4,711
-4% -$88.7K 0.03% 144
2026
Q1 		$1.89M Buy
111,432
+7,520
+7% +$134K 0.03% 150
2025
Q4 		$1.65M Buy
103,912
+2,795
+3% +$43.2K 0.02% 169
2025
Q3 		$1.61M Buy
101,117
+4,900
+5% +$72.5K 0.02% 173
2025
Q2 		$1.32M Buy
96,217
+4,070
+4% +$52.6K 0.02% 189
2025
Q1 		$1.26M Sell
92,147
-852
-0.9% -$11K 0.02% 190
2024
Q4 		$1.09M Buy
92,999
+216
+0.2% +$2.43K 0.02% 195
2024
Q3 		$945K Sell
92,783
-3,277
-3% -$34.6K 0.01% 209
2024
Q2 		$1.04M Buy
96,060
+3,904
+4% +$39.6K 0.02% 200
2024
Q1 		$943K Buy
92,156
+1,065
+1% +$10.3K 0.01% 201
2023
Q4 		$784K Sell
91,091
-4,103
-4% -$34.6K 0.01% 210
2023
Q3 		$808K Buy
+95,194
New +$759K 0.01% 200
2020
Q2 		– Sell
-141,100
Closed -$516K – 301
2020
Q1 		$516K Sell
141,100
-11,663
-8% -$55.6K 0.01% 234
2019
Q4 		$726K Buy
152,763
+6,409
+4% +$33.8K 0.01% 220
2019
Q3 		$743K Sell
146,354
-6,409
-4% -$31.4K 0.01% 222
2019
Q2 		$726K Buy
152,763
+3,531
+2% +$17K 0.01% 220
2019
Q1 		$739K Sell
149,232
-17,458
-10% -$90.8K 0.01% 217
2018
Q4 		$812K Sell
166,690
-16,668
-9% -$94.3K 0.02% 220
2018
Q3 		$1.14M Sell
183,358
-44,824
-20% -$270K 0.02% 211
2018
Q2 		$1.29M Buy
+228,182
New +$1.44M 0.02% 205

Other funds holding MUFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Confluence Investment Management's MUFG Position: Q2 2026 in Review

Confluence Investment Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 4.2% in Q2 2026, selling an estimated $88.7K and leaving 106,721 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #144.

Confluence Investment Management first reported a position in MUFG in Q2 2018 and has held it in 20 quarters since. 572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

  • Confluence Investment Management held 106,721 shares of Mitsubishi UFJ Financial worth $2.12M as of Q2 2026.
  • Confluence Investment Management sold 4,711 Mitsubishi UFJ Financial shares in Q2 2026, an estimated $88.7K.
  • Mitsubishi UFJ Financial made up 0.03% of Confluence Investment Management's portfolio in Q2 2026, its #144 holding.
  • Confluence Investment Management first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 20 quarters since.
  • 572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.