COMPASS FINANCIAL MANAGEMENT LLC’s Western Union WU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$66	Buy	+9	New	+$75	﹤0.01%	1520

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BAM

Brickwood Asset Management London, United Kingdom $139M AUM 3.28% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Western Union (WU) in Q2 2026: 9 shares worth $66. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings.

318 funds tracked by Wall St. Rank hold WU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 9 shares of Western Union worth $66 as of Q2 2026.
Western Union was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Western Union made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1520 holding.
318 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.