CONFLUENCE INVESTMENT MANAGEMENT LLC

Position in MUFG — Mitsubishi Ufj Financial Group Inc

CIK 1442056 ST. LOUIS, MO

Position in MUFG

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$2,122,680

+$231,679 QoQ

Shares Held

106,721

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#142

of 573 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

CONFLUENCE INVESTMENT MANAGEMENT LLC holds $4,112,188 across 3 Banks - Diversified names. MUFG ranks #1 (51.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc This page	106,721	$2,122,680
2	ING	Ing Groep NV	56,589	$1,775,762
3	JPM	Jpmorgan Chase & Co	653	$213,746

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,122,680	106,721	-4.2%	Shares	Sole	2026-07-01
2026-03-31	$1,891,001	111,432	+7.2%	Shares	Sole	2026-04-01
2025-12-31	$1,648,044	103,912	+2.8%	Shares	Sole	2026-01-05
2025-09-30	$1,611,804	101,117	+5.1%	Shares	Sole	2025-10-14
2025-06-30	$1,320,097	96,217	+4.4%	Shares	Sole	2025-07-01
2025-03-31	$1,255,963	92,147	-0.9%	Shares	Sole	2025-04-01
2024-12-31	$1,089,948	92,999	+0.2%	Shares	Sole	2025-01-02
2024-09-30	$944,530	92,783	-3.4%	Shares	Sole	2024-10-31
2024-06-30	$1,037,448	96,060	+4.2%	Shares	Sole	2024-07-01
2024-03-31	$942,755	92,156	+1.2%	Shares	Sole	2024-04-01
2023-12-31	$784,293	91,091	-4.3%	Shares	Sole	2024-11-05
2023-09-30	$808,197	95,194	-32.5%	Shares	Sole	2023-10-10
2020-03-31	$516,426	141,100	—	Shares	Sole	2020-06-03
No filing history on record for this holder in this stock.