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Cornerstone Planning Group’s Western Union WU Stock Holding History

Cornerstone Planning Group’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 		$2.38K Buy
280
+43
+18% +$361 ﹤0.01% 1281
2026
Q1 		$2.16K Sell
237
-68
-22% -$644 ﹤0.01% 1284
2025
Q4 		$2.85K Buy
305
+253
+487% +$2.23K ﹤0.01% 1118
2025
Q3 		$5.1K Buy
+52
New +$435 ﹤0.01% 942

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BAM
Brickwood Asset Management London, United Kingdom $139M AUM 3.28% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's WU Position: Q2 2026 in Review

Cornerstone Planning Group increased its Western Union (WU) stake by 18% in Q2 2026, buying an estimated $361 and bringing the position to 280 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1281.

Cornerstone Planning Group first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.1K in Q3 2025. 259 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Cornerstone Planning Group held 280 shares of Western Union worth $2.38K as of Q2 2026.
  • Cornerstone Planning Group bought 43 Western Union shares in Q2 2026, an estimated $361.
  • Western Union made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1281 holding.
  • Cornerstone Planning Group first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's Western Union position peaked at $5.1K in Q3 2025.
  • 259 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.