Bay Harbor Wealth Management’s Western Union WU Stock Holding History

Bay Harbor Wealth 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 Q2	$477	Buy	62 +4	+7%	+$34	﹤0.01%	1077
2026 Q1	$506	Buy	58 +21	+57%	+$199	﹤0.01%	989
2025 Q4	$344	Buy	37 +25	+208%	+$221	﹤0.01%	989
2025 Q3	$95	Sell	12 -1	-8%	-$8	﹤0.01%	1181
2025 Q2	$109	Buy	13 +6	+86%	+$57	﹤0.01%	1091
2025 Q1	$74	Buy	+7	New	+$74	﹤0.01%	940
2021 Q2	–	Sell	-78	Closed	-$2K	–	228
2021 Q1	$2K	Hold	78	–	–	﹤0.01%	205
2020 Q4	$2K	Hold	78	–	–	﹤0.01%	360
2020 Q3	$2K	Sell	78 -7	-8%	-$159	﹤0.01%	328
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	298
2020 Q1	$2K	Buy	85 +78	+1,114%	+$1.91K	﹤0.01%	275
2019 Q4	$0	Hold	7	–	–	﹤0.01%	396
2019 Q3	$0	Hold	7	–	–	﹤0.01%	398
2019 Q2	$0	Hold	7	–	–	﹤0.01%	433
2019 Q1	$0	Hold	7	–	–	﹤0.01%	435
2018 Q4	$0	Buy	+7	New	+$127	﹤0.01%	408

Other funds holding WU

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bay Harbor Wealth Management's WU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Western Union (WU) stake by 6.9% in Q2 2026, buying an estimated $34 and bringing the position to 62 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Bay Harbor Wealth Management first reported a position in WU in Q4 2018 and has held it in 16 quarters since. The position peaked at $2K in Q1 2021. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Bay Harbor Wealth Management held 62 shares of Western Union worth $477 as of Q2 2026.
Bay Harbor Wealth Management bought 4 Western Union shares in Q2 2026, an estimated $34.
Western Union made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1077 holding.
Bay Harbor Wealth Management first reported a position in Western Union in Q4 2018 and has held it in 16 quarters since.
Bay Harbor Wealth Management's Western Union position peaked at $2K in Q1 2021.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.