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 Q3	$143K	Buy	24,181 +2,765	+13%	+$20.2K	0.02%	369
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

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Chicago Trust's WU Position: Q3 2026 in Review

Chicago Trust increased its Western Union (WU) stake by 13% in Q3 2026, buying an estimated $20.2K and bringing the position to 24,181 shares worth $143K. The position accounts for 0.02% of the portfolio, ranked #369.

Chicago Trust first reported a position in WU in Q4 2020 and has held it in 10 quarters since. The position peaked at $390K in Q2 2021. 154 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Chicago Trust held 24,181 shares of Western Union worth $143K as of Q3 2026.
Chicago Trust bought 2,765 Western Union shares in Q3 2026, an estimated $20.2K.
Western Union made up 0.02% of Chicago Trust's portfolio in Q3 2026, its #369 holding.
Chicago Trust first reported a position in Western Union in Q4 2020 and has held it in 10 quarters since.
Chicago Trust's Western Union position peaked at $390K in Q2 2021.
154 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Chicago Trust's 13F filing for Q3 2026, filed 28 Oct 2026.