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Allegiance Financial Group Advisory Services’s Western Union WU Stock Holding History

Allegiance Financial Group Advisory Services’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
2025
Q2 		– Sell
-10,402
Closed -$110K – 179
2025
Q1 		$110K Buy
+10,402
New +$110K 0.03% 135

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Capital Research Global Investors
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Allegiance Financial Group Advisory Services's WU Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of Western Union (WU) in Q2 2025, closing a stake of 10,402 shares — an estimated $110K sold.

Allegiance Financial Group Advisory Services first reported a position in WU in Q1 2025 and held it in 1 quarter. The position peaked at $110K in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 10,402 Western Union shares in Q2 2025, an estimated $110K.
  • Allegiance Financial Group Advisory Services first reported a position in Western Union in Q1 2025 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Western Union position peaked at $110K in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.