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Cornerstone Financial Management’s Western Union WU Stock Holding History

Cornerstone 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 		– Sell
-276
Closed -$2.41K – 1555
2026
Q1 		$2.41K Buy
276
+51
+23% +$483 ﹤0.01% 670
2025
Q4 		$2.1K Buy
+225
New +$1.99K ﹤0.01% 671

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

Cornerstone Financial Management sold out of Western Union (WU) in Q2 2026, closing a stake of 276 shares — an estimated $2.41K sold.

Cornerstone Financial Management first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $2.41K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Cornerstone Financial Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Financial Management sold 276 Western Union shares in Q2 2026, an estimated $2.41K.
  • Cornerstone Financial Management first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
  • Cornerstone Financial Management's Western Union position peaked at $2.41K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

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