Compass Financial Management’s Western Union WU Stock Holding History

Compass Financial Management’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

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

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

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

Compass Financial Management's WU Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.