Ascent Group’s Western Union WU Stock Holding History

Ascent Group’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	–	Sell	-65,722	Closed	-$574K	–	842
2026 Q1	$574K	Buy	65,722 +15,278	+30%	+$145K	0.02%	468
2025 Q4	$470K	Buy	+50,444	New	+$446K	0.02%	510

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

Ascent Group's WU Position: Q2 2026 in Review

Ascent Group sold out of Western Union (WU) in Q2 2026, closing a stake of 65,722 shares — an estimated $574K sold.

Ascent Group first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $574K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Ascent Group reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Ascent Group sold 65,722 Western Union shares in Q2 2026, an estimated $574K.
Ascent Group first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
Ascent Group's Western Union position peaked at $574K in Q1 2026.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.