Colonial Trust Advisors’s Western Union WU Stock Holding History

Colonial Trust Advisors’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	$1.93K	Hold	250	–	–	﹤0.01%	733
2026 Q1	$2.18K	Buy	+250	New	+$2.37K	﹤0.01%	660
2023 Q1	–	Sell	-1,017	Closed	-$14K	–	934
2022 Q4	$14K	Buy	+1,017	New	+$14K	﹤0.01%	466

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

Colonial Trust Advisors's WU Position: Q2 2026 in Review

Colonial Trust Advisors held its Western Union (WU) position steady in Q2 2026 at 250 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Colonial Trust Advisors first reported a position in WU in Q4 2022 and has held it in 3 quarters since. The position peaked at $14K in Q4 2022. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Colonial Trust Advisors held 250 shares of Western Union worth $1.93K as of Q2 2026.
Colonial Trust Advisors left its Western Union share count unchanged in Q2 2026.
Western Union made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #733 holding.
Colonial Trust Advisors first reported a position in Western Union in Q4 2022 and has held it in 3 quarters since.
Colonial Trust Advisors's Western Union position peaked at $14K in Q4 2022.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.