Callan Capital’s Western Union WU Stock Holding History

Callan 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
2025 Q1	–	Sell	-13,063	Closed	-$138K	–	390
2024 Q4	$138K	Buy	+13,063	New	+$145K	0.01%	330

Other funds holding WU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Callan Capital's WU Position: Q1 2025 in Review

Callan Capital sold out of Western Union (WU) in Q1 2025, closing a stake of 13,063 shares — an estimated $138K sold.

Callan Capital first reported a position in WU in Q4 2024 and held it in 1 quarter. The position peaked at $138K in Q4 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

Callan Capital reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
Callan Capital sold 13,063 Western Union shares in Q1 2025, an estimated $138K.
Callan Capital first reported a position in Western Union in Q4 2024 and held it in 1 quarter.
Callan Capital's Western Union position peaked at $138K in Q4 2024.
465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.