CIBC Private Wealth Group’s Western Union WU Stock Holding History

CIBC Private Wealth Group’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 Q4	$157K	Sell	16,893 -3,647	-18%	-$32.2K	﹤0.01%	1311
2025 Q3	$164K	Hold	20,540	–	–	﹤0.01%	1268
2025 Q2	$173K	Sell	20,540 -658	-3%	-$6.25K	﹤0.01%	1180
2025 Q1	$193K	Buy	21,198 +658	+3%	+$6.97K	﹤0.01%	1091
2024 Q4	$214K	Hold	20,540	–	–	﹤0.01%	1133
2024 Q3	$245K	Hold	20,540	–	–	﹤0.01%	1097
2024 Q2	$252K	Sell	20,540 -8	-0%	-$104	﹤0.01%	1009
2024 Q1	$282K	Sell	20,548 -462	-2%	-$5.95K	﹤0.01%	994
2023 Q4	$250K	Hold	21,010	–	–	﹤0.01%	993
2023 Q3	$277K	Buy	21,010 +7,884	+60%	+$96.6K	﹤0.01%	905
2023 Q2	$154K	Sell	13,126 -4,430	-25%	-$51K	﹤0.01%	848
2023 Q1	$196K	Buy	17,556 +1,126	+7%	+$14.7K	﹤0.01%	848
2022 Q4	$226	Sell	16,430 -570	-3%	-$7.87K	﹤0.01%	816
2022 Q3	$230K	Hold	17,000	–	–	﹤0.01%	836
2022 Q2	$280K	Sell	17,000 -13,704	-45%	-$242K	﹤0.01%	810
2022 Q1	$575K	Buy	30,704 +2,025	+7%	+$37.5K	﹤0.01%	719
2021 Q4	$511K	Buy	+28,679	New	+$529K	﹤0.01%	771
2021 Q3	–	Sell	-27,499	Closed	-$631K	–	1029
2021 Q2	$631K	Hold	27,499	–	–	﹤0.01%	760
2021 Q1	$678K	Hold	27,499	–	–	﹤0.01%	741
2020 Q4	$603K	Sell	27,499 -2,000	-7%	-$43.4K	﹤0.01%	738
2020 Q3	$636K	Buy	29,499 +19,000	+181%	+$431K	﹤0.01%	647
2020 Q2	$227K	Sell	10,499 -20,628	-66%	-$419K	﹤0.01%	585
2020 Q1	$564K	Buy	31,127 +19,029	+157%	+$467K	﹤0.01%	604
2019 Q4	$324K	Buy	12,098 +175	+1%	+$4.54K	﹤0.01%	785
2019 Q3	$276K	Sell	11,923 -450	-4%	-$9.71K	﹤0.01%	796
2019 Q2	$246K	Buy	12,373 +1,402	+13%	+$27.3K	﹤0.01%	855
2019 Q1	$203K	Sell	10,971 -16,921	-61%	-$304K	﹤0.01%	897
2018 Q4	$475K	Buy	27,892 +162	+0.6%	+$2.95K	﹤0.01%	693
2018 Q3	$528K	Sell	27,730 -2,357	-8%	-$45.8K	﹤0.01%	764
2018 Q2	$613K	Sell	30,087 -113	-0.4%	-$2.25K	﹤0.01%	735
2018 Q1	$581K	Buy	30,200 +84	+0.3%	+$1.69K	﹤0.01%	754
2017 Q4	$573K	Buy	30,116 +15,639	+108%	+$307K	﹤0.01%	752
2017 Q3	$279K	Buy	14,477 +3,675	+34%	+$70.1K	﹤0.01%	853
2017 Q2	$206K	Sell	10,802 -829	-7%	-$16K	﹤0.01%	595
2017 Q1	$237K	Sell	11,631 -417	-3%	-$8.51K	﹤0.01%	569
2016 Q4	$261K	Buy	12,048 +2,017	+20%	+$41.9K	﹤0.01%	565
2016 Q3	$209K	Buy	+10,031	New	+$206K	﹤0.01%	576
2016 Q2	–	Sell	-10,982	Closed	-$212K	–	605
2016 Q1	$212K	Buy	+10,982	New	+$198K	﹤0.01%	576
2015 Q4	–	Sell	-10,922	Closed	-$201K	–	609
2015 Q3	$201K	Sell	10,922 -50	-0.5%	-$952	﹤0.01%	597
2015 Q2	$223K	Sell	10,972 -444	-4%	-$9.45K	﹤0.01%	605
2015 Q1	$238K	Sell	11,416 -229	-2%	-$4.26K	﹤0.01%	601
2014 Q4	$209K	Buy	+11,645	New	+$202K	﹤0.01%	601
2014 Q3	–	Sell	-12,145	Closed	-$210K	–	623
2014 Q2	$210K	Sell	12,145 -3,736	-24%	-$60.3K	﹤0.01%	591
2014 Q1	$266K	Buy	+15,881	New	+$259K	﹤0.01%	559

Other funds holding WU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

CIBC Private Wealth Group's WU Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Western Union (WU) stake by 18% in Q4 2025, selling an estimated $32.2K and leaving 16,893 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

CIBC Private Wealth Group first reported a position in WU in Q1 2014 and has held it in 44 quarters since. The position peaked at $678K in Q1 2021. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

CIBC Private Wealth Group held 16,893 shares of Western Union worth $157K as of Q4 2025.
CIBC Private Wealth Group sold 3,647 Western Union shares in Q4 2025, an estimated $32.2K.
Western Union made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1311 holding.
CIBC Private Wealth Group first reported a position in Western Union in Q1 2014 and has held it in 44 quarters since.
CIBC Private Wealth Group's Western Union position peaked at $678K in Q1 2021.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.