Brinker Capital Investments’s Western Union WU Stock Holding History

Brinker Capital Investments’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	$1.54M	Buy	200,199 +1,758	+0.9%	+$14.7K	0.01%	937
2026 Q1	$1.73M	Buy	198,441 +7,036	+4%	+$66.6K	0.01%	826
2025 Q4	$1.78M	Buy	191,405 +65,725	+52%	+$580K	0.01%	915
2025 Q3	$1M	Buy	125,680 +16,163	+15%	+$135K	0.01%	1222
2025 Q2	$922K	Buy	109,517 +21,683	+25%	+$206K	0.01%	1234
2025 Q1	$929K	Buy	87,834 +19,597	+29%	+$208K	0.01%	1123
2024 Q4	$723K	Buy	68,237 +6,727	+11%	+$74.5K	0.01%	1206
2024 Q3	$734K	Buy	+61,510	New	+$742K	0.01%	1182
2014 Q1	–	Sell	-100	Closed	-$2K	–	421
2013 Q4	$2K	Buy	+100	New	+$1.75K	﹤0.01%	364

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's WU Position: Q2 2026 in Review

Brinker Capital Investments increased its Western Union (WU) stake by 0.89% in Q2 2026, buying an estimated $14.7K and bringing the position to 200,199 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #937.

Brinker Capital Investments first reported a position in WU in Q4 2013 and has held it in 9 quarters since. The position peaked at $1.78M in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Brinker Capital Investments held 200,199 shares of Western Union worth $1.54M as of Q2 2026.
Brinker Capital Investments bought 1,758 Western Union shares in Q2 2026, an estimated $14.7K.
Western Union made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #937 holding.
Brinker Capital Investments first reported a position in Western Union in Q4 2013 and has held it in 9 quarters since.
Brinker Capital Investments's Western Union position peaked at $1.78M in Q4 2025.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.