Allworth Financial’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.5K | Sell |
2,668
-96
| -3% | -$805 | ﹤0.01% | 3182 |
|
|
2026
Q1 | $24.1K | Buy |
2,764
+1,335
| +93% | +$12.6K | ﹤0.01% | 2856 |
|
|
2025
Q4 | $13.3K | Sell |
1,429
-486
| -25% | -$4.29K | ﹤0.01% | 3067 |
|
|
2025
Q3 | $15.3K | Sell |
1,915
-1,668
| -47% | -$13.9K | ﹤0.01% | 2871 |
|
|
2025
Q2 | $30.2K | Sell |
3,583
-2,116
| -37% | -$20.1K | ﹤0.01% | 2254 |
|
|
2025
Q1 | $58K | Sell |
5,699
-4,311
| -43% | -$45.7K | ﹤0.01% | 1483 |
|
|
2024
Q4 | $103K | Buy |
10,010
+8,876
| +783% | +$98.3K | ﹤0.01% | 1253 |
|
|
2024
Q3 | $13.5K | Sell |
1,134
-1,025
| -47% | -$12.4K | ﹤0.01% | 2123 |
|
|
2024
Q2 | $26.9K | Buy |
2,159
+559
| +35% | +$7.26K | ﹤0.01% | 1688 |
|
|
2024
Q1 | $22.4K | Buy |
1,600
+3
| +0.2% | +$39 | ﹤0.01% | 1709 |
|
|
2023
Q4 | $19K | Sell |
1,597
-316
| -17% | -$3.85K | ﹤0.01% | 1681 |
|
|
2023
Q3 | $25.2K | Sell |
1,913
-53
| -3% | -$650 | ﹤0.01% | 1387 |
|
|
2023
Q2 | $23.1K | Sell |
1,966
-1,381
| -41% | -$15.9K | ﹤0.01% | 1451 |
|
|
2023
Q1 | $37.3K | Buy |
3,347
+364
| +12% | +$4.74K | ﹤0.01% | 1180 |
|
|
2022
Q4 | $41.1K | Sell |
2,983
-2,296
| -43% | -$31.7K | ﹤0.01% | 1085 |
|
|
2022
Q3 | $71K | Buy |
5,279
+3,836
| +266% | +$60.1K | ﹤0.01% | 862 |
|
|
2022
Q2 | $24K | Buy |
1,443
+758
| +111% | +$13.4K | ﹤0.01% | 1175 |
|
|
2022
Q1 | $13K | Sell |
685
-1,993
| -74% | -$36.9K | ﹤0.01% | 1419 |
|
|
2021
Q4 | $48K | Buy |
2,678
+2,004
| +297% | +$37K | ﹤0.01% | 850 |
|
|
2021
Q3 | $14K | Buy |
674
+9
| +1% | +$199 | ﹤0.01% | 1163 |
|
|
2021
Q2 | $15K | Buy |
665
+4
| +0.6% | +$100 | ﹤0.01% | 933 |
|
|
2021
Q1 | $16K | Buy |
661
+4
| +0.6% | +$94 | ﹤0.01% | 860 |
|
|
2020
Q4 | $14K | Buy |
657
+4
| +0.6% | +$87 | ﹤0.01% | 764 |
|
|
2020
Q3 | $14K | Buy |
653
+3
| +0.5% | +$68 | ﹤0.01% | 643 |
|
|
2020
Q2 | $14K | Sell |
650
-996
| -61% | -$20.2K | ﹤0.01% | 661 |
|
|
2020
Q1 | $30K | Buy |
1,646
+1,094
| +198% | +$26.8K | ﹤0.01% | 492 |
|
|
2019
Q4 | $15K | Buy |
552
+3
| +0.5% | +$78 | ﹤0.01% | 579 |
|
|
2019
Q3 | $13K | Buy |
549
+3
| +0.5% | +$65 | ﹤0.01% | 536 |
|
|
2019
Q2 | $11K | Buy |
546
+3
| +0.6% | +$58 | ﹤0.01% | 574 |
|
|
2019
Q1 | $10K | Buy |
543
+4
| +0.7% | +$72 | ﹤0.01% | 583 |
|
|
2018
Q4 | $9K | Hold |
539
| – | – | ﹤0.01% | 545 |
|
|
2018
Q3 | $10K | Hold |
539
| – | – | ﹤0.01% | 567 |
|
|
2018
Q2 | $11K | Hold |
539
| – | – | ﹤0.01% | 517 |
|
|
2018
Q1 | $10K | Hold |
539
| – | – | ﹤0.01% | 496 |
|
|
2017
Q4 | $10K | Hold |
539
| – | – | ﹤0.01% | 477 |
|
|
2017
Q3 | $10K | Hold |
539
| – | – | ﹤0.01% | 474 |
|
|
2017
Q2 | $10K | Hold |
539
| – | – | ﹤0.01% | 482 |
|
|
2017
Q1 | $11K | Hold |
539
| – | – | ﹤0.01% | 441 |
|
|
2016
Q4 | $12K | Hold |
539
| – | – | ﹤0.01% | 381 |
|
|
2016
Q3 | $11K | Hold |
539
| – | – | ﹤0.01% | 406 |
|
|
2016
Q2 | $10K | Hold |
539
| – | – | ﹤0.01% | 388 |
|
|
2016
Q1 | $10K | Hold |
539
| – | – | ﹤0.01% | 381 |
|
|
2015
Q4 | $10K | Hold |
539
| – | – | ﹤0.01% | 384 |
|
|
2015
Q3 | $10K | Hold |
539
| – | – | ﹤0.01% | 389 |
|
|
2015
Q2 | $11K | Hold |
539
| – | – | ﹤0.01% | 381 |
|
|
2015
Q1 | $11K | Buy |
+539
| New | +$10K | ﹤0.01% | 387 |
|
Other funds holding WU
Allworth Financial's WU Position: Q2 2026 in Review
Allworth Financial reduced its Western Union (WU) stake by 3.5% in Q2 2026, selling an estimated $805 and leaving 2,668 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3182.
Allworth Financial first reported a position in WU in Q1 2015 and has held it in 46 quarters since. The position peaked at $103K in Q4 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.
- Allworth Financial held 2,668 shares of Western Union worth $20.5K as of Q2 2026.
- Allworth Financial sold 96 Western Union shares in Q2 2026, an estimated $805.
- Western Union made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3182 holding.
- Allworth Financial first reported a position in Western Union in Q1 2015 and has held it in 46 quarters since.
- Allworth Financial's Western Union position peaked at $103K in Q4 2024.
- 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.