Chicago Trust’s Western Union WU Stock Holding History

Chicago Trust’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	$165K	Sell	21,416 -3,409	-14%	-$28.6K	0.02%	375
2026 Q1	$217K	Sell	24,825 -3,446	-12%	-$32.6K	0.03%	353
2025 Q4	$263K	Buy	28,271 +6,036	+27%	+$53.3K	0.04%	341
2025 Q3	$178K	Buy	22,235 +12,235	+122%	+$102K	0.02%	399
2025 Q2	$84.2K	Buy	+10,000	New	+$95K	0.01%	402
2022 Q1	–	Sell	-16,975	Closed	-$303K	–	358
2021 Q4	$303K	Hold	16,975	–	–	0.06%	269
2021 Q3	$343K	Hold	16,975	–	–	0.08%	242
2021 Q2	$390K	Buy	+16,975	New	+$423K	0.09%	210
2021 Q1	–	Sell	-16,975	Closed	-$372K	–	237
2020 Q4	$372K	Buy	+16,975	New	+$368K	0.13%	156

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

Chicago Trust's WU Position: Q2 2026 in Review

Chicago Trust reduced its Western Union (WU) stake by 14% in Q2 2026, selling an estimated $28.6K and leaving 21,416 shares worth $165K. The position accounts for 0.02% of the portfolio, ranked #375.

Chicago Trust first reported a position in WU in Q4 2020 and has held it in 9 quarters since. The position peaked at $390K in Q2 2021. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Chicago Trust held 21,416 shares of Western Union worth $165K as of Q2 2026.
Chicago Trust sold 3,409 Western Union shares in Q2 2026, an estimated $28.6K.
Western Union made up 0.02% of Chicago Trust's portfolio in Q2 2026, its #375 holding.
Chicago Trust first reported a position in Western Union in Q4 2020 and has held it in 9 quarters since.
Chicago Trust's Western Union position peaked at $390K in Q2 2021.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.