CAPTRUST Financial Advisors’s Western Union WU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $158K | Buy |
18,117
+7,939
| +78% | +$75.2K | ﹤0.01% | 2734 |
|
|
2025
Q4 | $94.8K | Sell |
10,178
-3,787
| -27% | -$33.4K | ﹤0.01% | 2616 |
|
|
2025
Q3 | $112K | Sell |
13,965
-14,724
| -51% | -$123K | ﹤0.01% | 2498 |
|
|
2025
Q2 | $242K | Sell |
28,689
-20,197
| -41% | -$192K | ﹤0.01% | 2178 |
|
|
2025
Q1 | $517K | Buy |
48,886
+26,588
| +119% | +$282K | ﹤0.01% | 1620 |
|
|
2024
Q4 | $236K | Buy |
22,298
+982
| +5% | +$10.9K | ﹤0.01% | 2053 |
|
|
2024
Q3 | $254K | Sell |
21,316
-1,047
| -5% | -$12.6K | ﹤0.01% | 1984 |
|
|
2024
Q2 | $273K | Buy |
22,363
+5,190
| +30% | +$67.4K | ﹤0.01% | 1864 |
|
|
2024
Q1 | $240K | Sell |
17,173
-51,498
| -75% | -$663K | ﹤0.01% | 1905 |
|
|
2023
Q4 | $819K | Buy |
68,671
+32,907
| +92% | +$401K | ﹤0.01% | 1393 |
|
|
2023
Q3 | $471K | Buy |
35,764
+3,293
| +10% | +$40.4K | ﹤0.01% | 1681 |
|
|
2023
Q2 | $381K | Buy |
32,471
+6,015
| +23% | +$69.3K | ﹤0.01% | 1803 |
|
|
2023
Q1 | $295K | Buy |
26,456
+3,040
| +13% | +$39.6K | ﹤0.01% | 1758 |
|
|
2022
Q4 | $322K | Sell |
23,416
-2,511
| -10% | -$34.7K | ﹤0.01% | 1595 |
|
|
2022
Q3 | $350K | Buy |
25,927
+2,079
| +9% | +$32.6K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $393K | Sell |
23,848
-1,850
| -7% | -$32.6K | ﹤0.01% | 1262 |
|
|
2022
Q1 | $482K | Sell |
25,698
-19,895
| -44% | -$368K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $813K | Buy |
45,593
+1,548
| +4% | +$28.5K | 0.01% | 898 |
|
|
2021
Q3 | $891K | Sell |
44,045
-635,889
| -94% | -$14M | 0.01% | 804 |
|
|
2021
Q2 | $15.6M | Buy |
679,934
+22,994
| +4% | +$573K | 0.15% | 151 |
|
|
2021
Q1 | $16.2M | Buy |
656,940
+59,681
| +10% | +$1.4M | 0.18% | 131 |
|
|
2020
Q4 | $13.1M | Buy |
597,259
+62,236
| +12% | +$1.35M | 0.17% | 133 |
|
|
2020
Q3 | $11.5M | Sell |
535,023
-91,145
| -15% | -$2.07M | 0.19% | 132 |
|
|
2020
Q2 | $13.6M | Buy |
626,168
+133,125
| +27% | +$2.7M | 0.22% | 114 |
|
|
2020
Q1 | $8.68M | Sell |
493,043
-18,676
| -4% | -$458K | 0.19% | 128 |
|
|
2019
Q4 | $13.4M | Buy |
511,719
+506,763
| +10,225% | +$13.1M | 0.21% | 122 |
|
|
2019
Q3 | $115K | Hold |
4,956
| – | – | ﹤0.01% | 728 |
|
|
2019
Q2 | $99K | Buy |
4,956
+59
| +1% | +$1.15K | ﹤0.01% | 768 |
|
|
2019
Q1 | $90K | Hold |
4,897
| – | – | ﹤0.01% | 736 |
|
|
2018
Q4 | $84K | Buy |
4,897
+317
| +7% | +$5.76K | ﹤0.01% | 633 |
|
|
2018
Q3 | $87K | Buy |
4,580
+4,056
| +774% | +$78.7K | ﹤0.01% | 640 |
|
|
2018
Q2 | $11K | Buy |
524
+4
| +0.8% | +$80 | ﹤0.01% | 1153 |
|
|
2018
Q1 | $10K | Buy |
+520
| New | +$10.4K | ﹤0.01% | 1032 |
|
Other funds holding WU
VPM
VCM
CAPTRUST Financial Advisors's WU Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Western Union (WU) stake by 78% in Q1 2026, buying an estimated $75.2K and bringing the position to 18,117 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2734.
CAPTRUST Financial Advisors first reported a position in WU in Q1 2018 and has held it in 33 quarters since. The position peaked at $16.2M in Q1 2021. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.
- CAPTRUST Financial Advisors held 18,117 shares of Western Union worth $158K as of Q1 2026.
- CAPTRUST Financial Advisors bought 7,939 Western Union shares in Q1 2026, an estimated $75.2K.
- Western Union made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2734 holding.
- CAPTRUST Financial Advisors first reported a position in Western Union in Q1 2018 and has held it in 33 quarters since.
- CAPTRUST Financial Advisors's Western Union position peaked at $16.2M in Q1 2021.
- 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.