BOK Financial’s Western Union WU Stock Holding History

BOK Financial’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	–	Sell	-45	Closed	-$379	–	1228
2025 Q2	$379	Hold	45	–	–	﹤0.01%	1125
2025 Q1	$476	Hold	45	–	–	﹤0.01%	1226
2024 Q4	$462	Hold	45	–	–	﹤0.01%	1246
2024 Q3	$526	Hold	45	–	–	﹤0.01%	1207
2024 Q2	$550	Hold	45	–	–	﹤0.01%	1085
2024 Q1	$618	Hold	45	–	–	﹤0.01%	1104
2023 Q4	$536	Hold	45	–	–	﹤0.01%	1187
2023 Q3	$508	Hold	45	–	–	﹤0.01%	1113
2023 Q2	$528	Sell	45 -407	-90%	-$4.69K	﹤0.01%	1049
2023 Q1	$5.04K	Sell	452 -34,615	-99%	-$451K	﹤0.01%	1051
2022 Q4	$483K	Sell	35,067 -3,903	-10%	-$53.9K	0.01%	682
2022 Q3	$526K	Buy	38,970 +5,468	+16%	+$85.7K	0.01%	655
2022 Q2	$552K	Sell	33,502 -2,351	-7%	-$41.4K	0.01%	659
2022 Q1	$672K	Sell	35,853 -91	-0.3%	-$1.68K	0.01%	670
2021 Q4	$641K	Buy	35,944 +6,911	+24%	+$127K	0.01%	680
2021 Q3	$587K	Buy	+29,033	New	+$641K	0.01%	686
2021 Q1	$698K	Sell	28,283 -24,474	-46%	-$576K	0.01%	634
2020 Q4	$1.16M	Buy	52,757 +18,852	+56%	+$409K	0.02%	482
2020 Q3	$726K	Sell	33,905 -7,457	-18%	-$169K	0.02%	533
2020 Q2	$894K	Sell	41,362 -2,050	-5%	-$41.6K	0.02%	481
2020 Q1	$787K	Buy	43,412 +18,210	+72%	+$447K	0.02%	462
2019 Q4	$675K	Buy	25,202 +832	+3%	+$21.6K	0.02%	623
2019 Q3	$565K	Sell	24,370 -67	-0.3%	-$1.45K	0.01%	645
2019 Q2	$486K	Sell	24,437 -9,886	-29%	-$193K	0.01%	676
2019 Q1	$634K	Sell	34,323 -2,305	-6%	-$41.4K	0.02%	611
2018 Q4	$625K	Sell	36,628 -4,735	-11%	-$86.1K	0.02%	560
2018 Q3	$788K	Sell	41,363 -1,911	-4%	-$37.1K	0.02%	554
2018 Q2	$880K	Sell	43,274 -3,387	-7%	-$67.4K	0.02%	511
2018 Q1	$897K	Sell	46,661 -277	-0.6%	-$5.56K	0.03%	494
2017 Q4	$892K	Sell	46,938 -94,608	-67%	-$1.86M	0.02%	519
2017 Q3	$2.72M	Sell	141,546 -926	-0.6%	-$17.7K	0.08%	277
2017 Q2	$2.71M	Sell	142,472 -9,649	-6%	-$187K	0.09%	255
2017 Q1	$3.1M	Buy	152,121 +5,243	+4%	+$107K	0.1%	235
2016 Q4	$3.19M	Sell	146,878 -2,494	-2%	-$51.8K	0.1%	214
2016 Q3	$3.11M	Sell	149,372 -26,358	-15%	-$542K	0.1%	218
2016 Q2	$3.37M	Buy	175,730 +6,914	+4%	+$134K	0.12%	193
2016 Q1	$3.26M	Sell	168,816 -4,619	-3%	-$83.1K	0.12%	198
2015 Q4	$3.11M	Buy	173,435 +161,924	+1,407%	+$3.06M	0.11%	218
2015 Q3	$212K	Sell	11,511 -847	-7%	-$16.1K	0.01%	764
2015 Q2	$251K	Buy	+12,358	New	+$263K	0.01%	742
2014 Q4	–	Sell	-12,238	Closed	-$196K	–	803
2014 Q3	$196K	Buy	+12,238	New	+$211K	0.01%	808

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BOK Financial's WU Position: Q3 2025 in Review

BOK Financial sold out of Western Union (WU) in Q3 2025, closing a stake of 45 shares — an estimated $379 sold.

BOK Financial first reported a position in WU in Q3 2014 and held it in 41 quarters. The position peaked at $3.37M in Q2 2016. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

BOK Financial reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
BOK Financial sold 45 Western Union shares in Q3 2025, an estimated $379.
BOK Financial first reported a position in Western Union in Q3 2014 and held it in 41 quarters.
BOK Financial's Western Union position peaked at $3.37M in Q2 2016.
453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on BOK Financial's 13F filing for Q3 2025, filed 13 Nov 2025.