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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Beacon Pointe Advisors's WU Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Western Union (WU) stake by 10% in Q2 2026, selling an estimated $109K and leaving 114,804 shares worth $884K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Beacon Pointe Advisors first reported a position in WU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Beacon Pointe Advisors held 114,804 shares of Western Union worth $884K as of Q2 2026.
  • Beacon Pointe Advisors sold 12,961 Western Union shares in Q2 2026, an estimated $109K.
  • Western Union made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1090 holding.
  • Beacon Pointe Advisors first reported a position in Western Union in Q3 2023 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Western Union position peaked at $1.18M in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.