Bank of Montreal
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Bank of Montreal’s Western Union WU Stock Holding History

Bank of Montreal’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
2014
Q3 		– Sell
-140
Closed -$2K – 4439
2014
Q2 		$2K Buy
+140
New +$2.26K ﹤0.01% 4519

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
BAM
Brickwood Asset Management London, United Kingdom $139M AUM 3.28% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of Montreal's WU Position: Q2 2026 in Review

Bank of Montreal reduced its Western Union (WU) stake by 0.01% in Q2 2026, selling an estimated $34 and leaving 37,160 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2801.

Bank of Montreal first reported a position in WU in Q2 2013 and has held it in 53 quarters since. The position peaked at $113M in Q3 2019. 318 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Bank of Montreal held 37,160 shares of Western Union worth $286K as of Q2 2026.
  • Bank of Montreal sold 4 Western Union shares in Q2 2026, an estimated $34.
  • Western Union made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2801 holding.
  • Bank of Montreal first reported a position in Western Union in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Western Union position peaked at $113M in Q3 2019.
  • 318 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.