Colonial Trust’s Western Union WU Stock Holding History

Colonial 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	–	Sell	-3,000	Closed	-$26.2K	–	1193
2026 Q1	$26.2K	Sell	3,000 -3,000	-50%	-$28.4K	﹤0.01%	632
2025 Q4	$55.9K	Buy	+6,000	New	+$53K	0.01%	530
2025 Q1	–	Sell	-1,627	Closed	-$17.2K	–	1339
2024 Q4	$17.2K	Buy	+1,627	New	+$18K	﹤0.01%	837
2023 Q4	–	Sell	-17	Closed	-$207	–	1012
2023 Q3	$225	Hold	17	–	–	﹤0.01%	941
2023 Q2	$201	Hold	17	–	–	﹤0.01%	933
2023 Q1	$191	Buy	+17	New	+$221	﹤0.01%	891

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's WU Position: Q2 2026 in Review

Colonial Trust sold out of Western Union (WU) in Q2 2026, closing a stake of 3,000 shares — an estimated $26.2K sold.

Colonial Trust first reported a position in WU in Q1 2023 and held it in 6 quarters. The position peaked at $55.9K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Colonial Trust reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Colonial Trust sold 3,000 Western Union shares in Q2 2026, an estimated $26.2K.
Colonial Trust first reported a position in Western Union in Q1 2023 and held it in 6 quarters.
Colonial Trust's Western Union position peaked at $55.9K in Q4 2025.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

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