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
2022 Q2	–	Sell	-328,700	Closed	-$6.16M	–	8425
2022 Q1	$6.16M	Hold	328,700	–	–	﹤0.01%	3397
2021 Q4	$5.86M	Buy	+328,700	New	+$6.06M	﹤0.01%	3492
2019 Q2	–	Sell	-30,000	Closed	-$554K	–	7435
2019 Q1	$554K	Buy	+30,000	New	+$539K	﹤0.01%	4945
2017 Q3	–	Sell	-27,000	Closed	-$514K	–	7309
2017 Q2	$514K	Sell	27,000 -136,100	-83%	-$2.63M	﹤0.01%	4878
2017 Q1	$3.32M	Buy	+163,100	New	+$3.33M	﹤0.01%	3414
2015 Q1	–	Sell	-17,200	Closed	-$308K	–	7625
2014 Q4	$308K	Sell	17,200 -12,000	-41%	-$208K	﹤0.01%	5011
2014 Q3	$468K	Sell	29,200 -10,400	-26%	-$179K	﹤0.01%	4646
2014 Q2	$687K	Buy	39,600 +26,300	+198%	+$425K	﹤0.01%	4321
2014 Q1	$218K	Sell	13,300 -36,500	-73%	-$594K	﹤0.01%	5367
2013 Q4	$859K	Buy	+49,800	New	+$873K	﹤0.01%	4225

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.