Bank of America’s Western Union WU Stock Holding History

Bank of America’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
2017 Q3	–	Sell	-285,100	Closed	-$5.43M	–	7308
2017 Q2	$5.43M	Sell	285,100 -195,600	-41%	-$3.79M	﹤0.01%	2956
2017 Q1	$9.78M	Buy	+480,700	New	+$9.81M	﹤0.01%	2396
2015 Q1	–	Sell	-200	Closed	-$4K	–	7624
2014 Q4	$4K	Sell	200 -2,700	-93%	-$46.8K	﹤0.01%	7346
2014 Q3	$47K	Sell	2,900 -3,500	-55%	-$60.2K	﹤0.01%	6548
2014 Q2	$111K	Sell	6,400 -7,500	-54%	-$121K	﹤0.01%	6057
2014 Q1	$227K	Buy	13,900 +9,000	+184%	+$147K	﹤0.01%	5330
2013 Q4	$85K	Buy	+4,900	New	+$85.9K	﹤0.01%	6240
2013 Q3	–	Sell	-204,100	Closed	-$3.49M	–	8052
2013 Q2	$3.49M	Buy	+204,100	New	+$3.23M	﹤0.01%	2622

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of America's WU Position: Q1 2026 in Review

Bank of America increased its Western Union (WU) stake by 44% in Q1 2026, buying an estimated $11M and bringing the position to 3,838,382 shares worth $33.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Bank of America first reported a position in WU in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.7M in Q3 2024. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Bank of America held 3,838,382 shares of Western Union worth $33.5M as of Q1 2026.
Bank of America bought 1,163,577 Western Union shares in Q1 2026, an estimated $11M.
Western Union made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #1936 holding.
Bank of America first reported a position in Western Union in Q2 2013 and has held it in 52 quarters since.
Bank of America's Western Union position peaked at $49.7M in Q3 2024.
508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.