E.S. Barr & Co’s Western Union WU Stock Holding History

E.S. Barr & Co’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 Q1	–	Sell	-49,795	Closed	-$464K	–	136
2025 Q4	$464K	Buy	+49,795	New	+$440K	0.02%	87
2016 Q2	–	Sell	-10,000	Closed	-$193K	–	86
2016 Q1	$193K	Hold	10,000	–	–	0.02%	83
2015 Q4	$179K	Sell	10,000 -1,000	-9%	-$18.9K	0.02%	86
2015 Q3	$202K	Hold	11,000	–	–	0.03%	81
2015 Q2	$224K	Sell	11,000 -2,500	-19%	-$53.2K	0.03%	81
2015 Q1	$281K	Sell	13,500 -1,500	-10%	-$27.9K	0.03%	71
2014 Q4	$269K	Sell	15,000 -3,650	-20%	-$63.3K	0.03%	74
2014 Q3	$299K	Sell	18,650 -1,050	-5%	-$18.1K	0.04%	74
2014 Q2	$342K	Sell	19,700 -800	-4%	-$12.9K	0.04%	69
2014 Q1	$335K	Sell	20,500 -2,000	-9%	-$32.6K	0.04%	66
2013 Q4	$388K	Hold	22,500	–	–	0.05%	65
2013 Q3	$420K	Sell	22,500 -3,000	-12%	-$53.9K	0.06%	59
2013 Q2	$436K	Buy	+25,500	New	+$404K	0.06%	60

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

E.S. Barr & Co's WU Position: Q1 2026 in Review

E.S. Barr & Co sold out of Western Union (WU) in Q1 2026, closing a stake of 49,795 shares — an estimated $464K sold.

E.S. Barr & Co first reported a position in WU in Q2 2013 and held it in 13 quarters. The position peaked at $464K in Q4 2025. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

E.S. Barr & Co reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
E.S. Barr & Co sold 49,795 Western Union shares in Q1 2026, an estimated $464K.
E.S. Barr & Co first reported a position in Western Union in Q2 2013 and held it in 13 quarters.
E.S. Barr & Co's Western Union position peaked at $464K in Q4 2025.
511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.