Caldwell Sutter Capital’s Western Union WU Stock Holding History

Caldwell Sutter Capital’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	$1.35K	Hold	175	–	–	﹤0.01%	838
2026 Q1	$1.53K	Hold	175	–	–	﹤0.01%	779
2025 Q4	$1.63K	Hold	175	–	–	﹤0.01%	769
2025 Q3	$1.4K	Hold	175	–	–	﹤0.01%	773
2025 Q2	$1.47K	Hold	175	–	–	﹤0.01%	749
2025 Q1	$1.85K	Hold	175	–	–	﹤0.01%	738
2024 Q4	$1.85K	Hold	175	–	–	﹤0.01%	754
2024 Q3	$2.09K	Hold	175	–	–	﹤0.01%	752
2024 Q2	$2.14K	Hold	175	–	–	﹤0.01%	752
2024 Q1	$2.45K	Hold	175	–	–	﹤0.01%	731
2023 Q4	$2.09K	Hold	175	–	–	﹤0.01%	752
2023 Q3	$2.31K	Hold	175	–	–	﹤0.01%	708
2023 Q2	$2.05K	Buy	+175	New	+$2.02K	﹤0.01%	741

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's WU Position: Q2 2026 in Review

Caldwell Sutter Capital held its Western Union (WU) position steady in Q2 2026 at 175 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Caldwell Sutter Capital first reported a position in WU in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.45K in Q1 2024. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Caldwell Sutter Capital held 175 shares of Western Union worth $1.35K as of Q2 2026.
Caldwell Sutter Capital left its Western Union share count unchanged in Q2 2026.
Western Union made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #838 holding.
Caldwell Sutter Capital first reported a position in Western Union in Q2 2023 and has held it in 13 quarters since.
Caldwell Sutter Capital's Western Union position peaked at $2.45K in Q1 2024.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.