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B. Riley Wealth Advisors’s Western Union WU Stock Holding History

B. Riley Wealth Advisors’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
-17,680
Closed -$187K – 1382
2025
Q1 		$187K Buy
17,680
+1,703
+11% +$18K 0.01% 1164
2024
Q4 		$169K Sell
15,977
-1,013
-6% -$11.2K 0.01% 1053
2024
Q3 		$199K Sell
16,990
-3,665
-18% -$44.2K 0.01% 1146
2024
Q2 		$252K Buy
20,655
+2,280
+12% +$29.6K 0.01% 1107
2024
Q1 		$242K Hold
18,375
– – 0.01% 1158
2023
Q4 		$219K Hold
18,375
– – 0.01% 1213
2023
Q3 		$242K Hold
18,375
– – 0.01% 1158
2023
Q2 		$216K Sell
18,375
-124
-0.7% -$1.43K ﹤0.01% 1314
2023
Q1 		$206K Buy
18,499
+124
+0.7% +$1.61K 0.01% 1282
2022
Q4 		$253K Sell
18,375
-24,122
-57% -$333K 0.01% 1128
2022
Q3 		$574K Sell
42,497
-1,118
-3% -$17.5K 0.02% 692
2022
Q2 		$719K Buy
43,615
+19,722
+83% +$348K 0.03% 515
2022
Q1 		$448K Buy
23,893
+1,158
+5% +$21.4K 0.01% 809
2021
Q4 		$406K Buy
+22,735
New +$419K 0.01% 927
2015
Q1 		– Sell
-3,844
Closed -$69K – 2000
2014
Q4 		$69K Buy
+3,844
New +$66.7K ﹤0.01% 1931
2014
Q3 		– Sell
-3,749
Closed -$65K – 1907
2014
Q2 		$65K Hold
3,749
– – 0.02% 909
2014
Q1 		$61K Hold
3,749
– – 0.02% 714
2013
Q4 		$65K Buy
3,749
+1
+0% +$18 0.02% 634
2013
Q3 		$70K Buy
+3,748
New +$67.3K 0.02% 607

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

B. Riley Wealth Advisors's WU Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Western Union (WU) in Q2 2025, closing a stake of 17,680 shares — an estimated $187K sold.

B. Riley Wealth Advisors first reported a position in WU in Q3 2013 and held it in 19 quarters. The position peaked at $719K in Q2 2022. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 17,680 Western Union shares in Q2 2025, an estimated $187K.
  • B. Riley Wealth Advisors first reported a position in Western Union in Q3 2013 and held it in 19 quarters.
  • B. Riley Wealth Advisors's Western Union position peaked at $719K in Q2 2022.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.