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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
Q3 		$2.46M Sell
106,561
-160
-0.1% -$3.61K 0.04% 146
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Confluence Investment Management's MUFG Position: Q3 2026 in Review

Confluence Investment Management reduced its Mitsubishi UFJ Financial (MUFG) stake by 0.15% in Q3 2026, selling an estimated $3.61K and leaving 106,561 shares worth $2.46M. The position accounts for 0.04% of the portfolio, ranked #146.

Confluence Investment Management first reported a position in MUFG in Q2 2018 and has held it in 21 quarters since. 22 funds tracked by Wall St. Rank hold MUFG as of Q3 2026.

  • Confluence Investment Management held 106,561 shares of Mitsubishi UFJ Financial worth $2.46M as of Q3 2026.
  • Confluence Investment Management sold 160 Mitsubishi UFJ Financial shares in Q3 2026, an estimated $3.61K.
  • Mitsubishi UFJ Financial made up 0.04% of Confluence Investment Management's portfolio in Q3 2026, its #146 holding.
  • Confluence Investment Management first reported a position in Mitsubishi UFJ Financial in Q2 2018 and has held it in 21 quarters since.
  • 22 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.