Counterpoint Mutual Funds
WU icon

Counterpoint Mutual Funds’s Western Union WU Stock Holding History

Counterpoint Mutual Funds’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
Q3 		– Sell
-63,428
Closed -$488K – 496
2026
Q2 		$488K Hold
63,428
– – 0.05% 172
2026
Q1 		$554K Buy
+63,428
New +$600K 0.08% 153
2023
Q4 		– Sell
-8,759
Closed -$115K – 305
2023
Q3 		$115K Sell
8,759
-7,331
-46% -$89.9K 0.1% 183
2023
Q2 		$189K Buy
+16,090
New +$185K 0.17% 54

Other funds holding WU

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Brickwood Asset Management
Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Counterpoint Mutual Funds's WU Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Western Union (WU) in Q3 2026, closing a stake of 63,428 shares — an estimated $488K sold.

Counterpoint Mutual Funds first reported a position in WU in Q2 2023 and held it in 4 quarters. The position peaked at $554K in Q1 2026. 278 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Western Union position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 63,428 Western Union shares in Q3 2026, an estimated $488K.
  • Counterpoint Mutual Funds first reported a position in Western Union in Q2 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Western Union position peaked at $554K in Q1 2026.
  • 278 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.