CFGS
WU icon

Concourse Financial Group Securities’s Western Union WU Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-564
Closed -$5.79K – 2108
2024
Q4 		$5.79K Buy
564
+364
+182% +$4.03K ﹤0.01% 1849
2024
Q3 		$2.39K Hold
200
– – ﹤0.01% 1976
2024
Q2 		$2.44K Hold
200
– – ﹤0.01% 2006
2024
Q1 		$2.84K Buy
+200
New +$2.58K ﹤0.01% 1996
2023
Q2 		– Sell
-74
Closed -$853 – 2462
2023
Q1 		$825 Sell
74
-211
-74% -$2.75K ﹤0.01% 2194
2022
Q4 		$3.92K Hold
285
– – ﹤0.01% 1910
2022
Q3 		$4K Buy
+285
New +$4.47K ﹤0.01% 1709
2021
Q3 		– Sell
-212
Closed -$4.68K – 2495
2021
Q2 		$5K Hold
212
– – ﹤0.01% 2067
2021
Q1 		$5K Hold
212
– – ﹤0.01% 1988
2020
Q4 		$5K Hold
212
– – ﹤0.01% 1943
2020
Q3 		$5K Hold
212
– – ﹤0.01% 1820
2020
Q2 		$5K Hold
212
– – ﹤0.01% 1708
2020
Q1 		$4K Sell
212
-23
-10% -$564 ﹤0.01% 1754
2019
Q4 		$6K Sell
235
-88
-27% -$2.28K ﹤0.01% 1592
2019
Q3 		$7K Sell
323
-926
-74% -$20K ﹤0.01% 1252
2019
Q2 		$25K Buy
1,249
+62
+5% +$1.21K ﹤0.01% 1171
2019
Q1 		$21K Buy
1,187
+250
+27% +$4.5K ﹤0.01% 1257
2018
Q4 		$15K Sell
937
-11
-1% -$200 ﹤0.01% 1289
2018
Q3 		$18K Buy
+948
New +$18.4K 0.01% 901

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concourse Financial Group Securities's WU Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Western Union (WU) in Q1 2025, closing a stake of 564 shares — an estimated $5.79K sold.

Concourse Financial Group Securities first reported a position in WU in Q3 2018 and held it in 19 quarters. The position peaked at $25K in Q2 2019. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 564 Western Union shares in Q1 2025, an estimated $5.79K.
  • Concourse Financial Group Securities first reported a position in Western Union in Q3 2018 and held it in 19 quarters.
  • Concourse Financial Group Securities's Western Union position peaked at $25K in Q2 2019.
  • 465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.