Convergence Financial’s Mitsubishi UFJ Financial MUFG Stock Holding History

Convergence Financial’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	$206K	Buy	+10,359	New	+$195K	0.02%	264

Other funds holding MUFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Convergence Financial's MUFG Position: Q2 2026 in Review

Convergence Financial opened a new position in Mitsubishi UFJ Financial (MUFG) in Q2 2026: 10,359 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings.

572 funds tracked by Wall St. Rank hold MUFG as of Q2 2026.

Convergence Financial held 10,359 shares of Mitsubishi UFJ Financial worth $206K as of Q2 2026.
Mitsubishi UFJ Financial was a new Convergence Financial position in Q2 2026.
Mitsubishi UFJ Financial made up 0.02% of Convergence Financial's portfolio in Q2 2026, its #264 holding.
572 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.