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Beacon Pointe Advisors’s Western Union WU Stock Holding History

Beacon Pointe Advisors’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
Q2 		– Sell
-1,200
Closed -$12.7K – 1292
2025
Q1 		$12.7K Buy
+1,200
New +$12.7K ﹤0.01% 1211
2024
Q2 		– Sell
-1,200
Closed -$16.8K – 1395
2024
Q1 		$16.8K Buy
1,200
+1,100
+1,100% +$14.2K ﹤0.01% 1347
2023
Q4 		$1.19K Hold
100
– – ﹤0.01% 1317
2023
Q3 		$1.32K Buy
+100
New +$1.23K ﹤0.01% 1331

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beacon Pointe Advisors's WU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Western Union (WU) stake by 13% in Q1 2026, buying an estimated $140K and bringing the position to 127,765 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #954.

Beacon Pointe Advisors first reported a position in WU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q1 2024. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Beacon Pointe Advisors held 127,765 shares of Western Union worth $1.12M as of Q1 2026.
  • Beacon Pointe Advisors bought 14,814 Western Union shares in Q1 2026, an estimated $140K.
  • Western Union made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #954 holding.
  • Beacon Pointe Advisors first reported a position in Western Union in Q3 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's Western Union position peaked at $1.18M in Q1 2024.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.