Capital Advisors Ltd’s Western Union WU Stock Holding History

Capital Advisors Ltd’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	$0	Sell	15 -39	-72%	-$327	﹤0.01%	1600
2026 Q1	$0	Buy	54 +39	+260%	+$369	﹤0.01%	1624
2025 Q4	$0	Hold	15	–	–	﹤0.01%	1600
2025 Q3	$0	Hold	15	–	–	﹤0.01%	1574
2025 Q2	$0	Hold	15	–	–	﹤0.01%	1656
2025 Q1	$0	Sell	15 -9	-38%	-$95	﹤0.01%	1611
2024 Q4	$0	Buy	24 +9	+60%	+$100	﹤0.01%	1607
2024 Q3	$0	Hold	15	–	–	﹤0.01%	1634
2024 Q2	$0	Hold	15	–	–	﹤0.01%	1669
2024 Q1	$0	Hold	15	–	–	﹤0.01%	1573
2023 Q4	$0	Sell	15 -246	-94%	-$3K	﹤0.01%	1517
2023 Q3	$3K	Buy	261 +246	+1,640%	+$3.02K	﹤0.01%	971
2023 Q2	$0	Hold	15	–	–	﹤0.01%	1570
2023 Q1	$0	Hold	15	–	–	﹤0.01%	1592
2022 Q4	$0	Sell	15 -180	-92%	-$2.48K	﹤0.01%	1696
2022 Q3	$3K	Buy	195 +180	+1,200%	+$2.82K	﹤0.01%	787
2022 Q2	$0	Hold	15	–	–	﹤0.01%	1363
2022 Q1	$0	Sell	15 -41	-73%	-$758	﹤0.01%	1241
2021 Q4	$1K	Buy	56 +41	+273%	+$756	﹤0.01%	765
2021 Q3	$0	Hold	15	–	–	﹤0.01%	509
2021 Q2	$0	Hold	15	–	–	﹤0.01%	493
2021 Q1	$0	Hold	15	–	–	﹤0.01%	486
2020 Q4	$0	Hold	15	–	–	﹤0.01%	458
2020 Q3	$0	Hold	15	–	–	﹤0.01%	458
2020 Q2	$0	Hold	15	–	–	﹤0.01%	484
2020 Q1	$0	Hold	15	–	–	﹤0.01%	479
2019 Q4	$0	Hold	15	–	–	﹤0.01%	424
2019 Q3	$0	Hold	15	–	–	﹤0.01%	455
2019 Q2	$0	Hold	15	–	–	﹤0.01%	476
2019 Q1	$0	Hold	15	–	–	﹤0.01%	454
2018 Q4	$0	Hold	15	–	–	﹤0.01%	492
2018 Q3	$0	Hold	15	–	–	﹤0.01%	488
2018 Q2	$0	Hold	15	–	–	﹤0.01%	415
2018 Q1	$0	Hold	15	–	–	﹤0.01%	400
2017 Q4	$0	Hold	15	–	–	﹤0.01%	409
2017 Q3	$0	Hold	15	–	–	﹤0.01%	408
2017 Q2	$0	Hold	15	–	–	﹤0.01%	405
2017 Q1	$0	Hold	15	–	–	﹤0.01%	399
2016 Q4	$0	Hold	15	–	–	﹤0.01%	407
2016 Q3	$0	Hold	15	–	–	﹤0.01%	370
2016 Q2	$0	Hold	15	–	–	﹤0.01%	354
2016 Q1	$0	Hold	15	–	–	﹤0.01%	347
2015 Q4	$0	Hold	15	–	–	﹤0.01%	345
2015 Q3	$0	Hold	15	–	–	﹤0.01%	351
2015 Q2	$0	Hold	15	–	–	﹤0.01%	356
2015 Q1	$0	Hold	15	–	–	﹤0.01%	337
2014 Q4	$0	Hold	15	–	–	﹤0.01%	321
2014 Q3	$0	Hold	15	–	–	﹤0.01%	325
2014 Q2	$0	Hold	15	–	–	﹤0.01%	330
2014 Q1	$0	Hold	15	–	–	﹤0.01%	339
2013 Q4	$0	Buy	+15	New	+$263	﹤0.01%	303

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

Capital Advisors Ltd's WU Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Western Union (WU) stake by 72% in Q2 2026, selling an estimated $327 and leaving 15 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Capital Advisors Ltd first reported a position in WU in Q4 2013 and has held it in 51 quarters since. The position peaked at $3K in Q3 2023. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Capital Advisors Ltd held 15 shares of Western Union worth $0 as of Q2 2026.
Capital Advisors Ltd sold 39 Western Union shares in Q2 2026, an estimated $327.
Western Union made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1600 holding.
Capital Advisors Ltd first reported a position in Western Union in Q4 2013 and has held it in 51 quarters since.
Capital Advisors Ltd's Western Union position peaked at $3K in Q3 2023.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.