Action Point Financial Planning’s Western Union WU Stock Holding History

Action Point Financial Planning’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717	Buy	+94	New	+$788	﹤0.01%	2570

Other funds holding WU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's WU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Western Union (WU) in Q2 2026: 94 shares worth $717. The stake represents ﹤0.01% of the portfolio and ranks #2570 among its holdings.

479 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Action Point Financial Planning held 94 shares of Western Union worth $717 as of Q2 2026.
Western Union was a new Action Point Financial Planning position in Q2 2026.
Western Union made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2570 holding.
479 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.