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Bruce G. Allen Investments’s Western Union WU Stock Holding History

Bruce G. Allen 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 		$246 Sell
32
-73
-70% -$612 ﹤0.01% 1009
2026
Q1 		$917 Sell
105
-17
-14% -$161 ﹤0.01% 840
2025
Q4 		$1.14K Buy
+122
New +$1.08K ﹤0.01% 807
2025
Q2 		– Sell
-112
Closed -$1.19K – 1141
2025
Q1 		$1.19K Buy
112
+36
+47% +$382 ﹤0.01% 778
2024
Q4 		$806 Buy
76
+28
+58% +$310 ﹤0.01% 863
2024
Q3 		$573 Sell
48
-8
-14% -$96 ﹤0.01% 930
2024
Q2 		$684 Sell
56
-42
-43% -$546 ﹤0.01% 824
2024
Q1 		$1.37K Buy
98
+32
+48% +$412 ﹤0.01% 744
2023
Q4 		$787 Buy
+66
New +$805 ﹤0.01% 859

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's WU Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Western Union (WU) stake by 70% in Q2 2026, selling an estimated $612 and leaving 32 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Bruce G. Allen Investments first reported a position in WU in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.37K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Bruce G. Allen Investments held 32 shares of Western Union worth $246 as of Q2 2026.
  • Bruce G. Allen Investments sold 73 Western Union shares in Q2 2026, an estimated $612.
  • Western Union made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #1009 holding.
  • Bruce G. Allen Investments first reported a position in Western Union in Q4 2023 and has held it in 9 quarters since.
  • Bruce G. Allen Investments's Western Union position peaked at $1.37K in Q1 2024.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.