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Bard Financial Services’s Western Union WU Stock Holding History

Bard Financial Services’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
Q3 		$217K Buy
+27,200
New +$227K 0.02% 190

Other funds holding WU

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bard Financial Services's WU Position: Q3 2025 in Review

Bard Financial Services opened a new position in Western Union (WU) in Q3 2025: 27,200 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Bard Financial Services held 27,200 shares of Western Union worth $217K as of Q3 2025.
  • Western Union was a new Bard Financial Services position in Q3 2025.
  • Western Union made up 0.02% of Bard Financial Services's portfolio in Q3 2025, its #190 holding.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.