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Baker Ellis Asset Management’s Western Union WU Stock Holding History

Baker Ellis Asset Management’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
Q1 		– Sell
-10,000
Closed -$93.1K – 273
2025
Q4 		$93.1K Buy
+10,000
New +$88.3K 0.01% 258

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Schroder Investment Management Group
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Capital Research Global Investors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Baker Ellis Asset Management's WU Position: Q1 2026 in Review

Baker Ellis Asset Management sold out of Western Union (WU) in Q1 2026, closing a stake of 10,000 shares — an estimated $93.1K sold.

Baker Ellis Asset Management first reported a position in WU in Q4 2025 and held it in 1 quarter. The position peaked at $93.1K in Q4 2025. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Baker Ellis Asset Management reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Baker Ellis Asset Management sold 10,000 Western Union shares in Q1 2026, an estimated $93.1K.
  • Baker Ellis Asset Management first reported a position in Western Union in Q4 2025 and held it in 1 quarter.
  • Baker Ellis Asset Management's Western Union position peaked at $93.1K in Q4 2025.
  • 512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Baker Ellis Asset Management's 13F filing for Q1 2026, filed 17 Apr 2026.