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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
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 – 1148
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 $5.7T 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 $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return