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Essex Financial Services’s Western Union WU Stock Holding History

Essex Financial Services’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 		$458K Buy
59,500
+4,089
+7% +$34.3K 0.02% 501
2026
Q1 		$484K Sell
55,411
-1,462
-3% -$13.8K 0.03% 467
2025
Q4 		$529K Sell
56,873
-217
-0.4% -$1.92K 0.03% 424
2025
Q3 		$456K Sell
57,090
-6,080
-10% -$50.8K 0.03% 444
2025
Q2 		$532K Buy
63,170
+1,400
+2% +$13.3K 0.03% 396
2025
Q1 		$654K Buy
61,770
+13,801
+29% +$146K 0.05% 326
2024
Q4 		$508K Sell
47,969
-1,465
-3% -$16.2K 0.04% 377
2024
Q3 		$573K Buy
49,434
+742
+2% +$8.95K 0.04% 350
2024
Q2 		$566K Buy
48,692
+12,724
+35% +$165K 0.04% 350
2024
Q1 		$503K Buy
35,968
+2,587
+8% +$33.3K 0.05% 324
2023
Q4 		$398K Buy
33,381
+2,551
+8% +$31.1K 0.04% 346
2023
Q3 		$406K Buy
30,830
+3,277
+12% +$40.2K 0.05% 320
2023
Q2 		$323K Sell
27,553
-302
-1% -$3.48K 0.04% 352
2023
Q1 		$311K Sell
27,855
-2
-0% -$26 0.03% 377
2022
Q4 		$383K Buy
27,857
+3,941
+16% +$54.4K 0.04% 325
2022
Q3 		$323K Buy
23,916
+2,231
+10% +$35K 0.04% 328
2022
Q2 		$357K Buy
21,685
+5,115
+31% +$90.2K 0.04% 324
2022
Q1 		$311K Buy
16,570
+1,255
+8% +$23.2K 0.03% 365
2021
Q4 		$273K Buy
+15,315
New +$282K 0.03% 388
2015
Q2 		– Sell
-14,900
Closed -$310K – 345
2015
Q1 		$310K Hold
14,900
– – 0.08% 235
2014
Q4 		$267K Hold
14,900
– – 0.07% 248
2014
Q3 		$239K Buy
14,900
+2,800
+23% +$48.2K 0.07% 255
2014
Q2 		$210K Buy
+12,100
New +$195K 0.06% 284

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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

Essex Financial Services's WU Position: Q2 2026 in Review

Essex Financial Services increased its Western Union (WU) stake by 7.4% in Q2 2026, buying an estimated $34.3K and bringing the position to 59,500 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #501.

Essex Financial Services first reported a position in WU in Q2 2014 and has held it in 23 quarters since. The position peaked at $654K in Q1 2025. 282 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Essex Financial Services held 59,500 shares of Western Union worth $458K as of Q2 2026.
  • Essex Financial Services bought 4,089 Western Union shares in Q2 2026, an estimated $34.3K.
  • Western Union made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #501 holding.
  • Essex Financial Services first reported a position in Western Union in Q2 2014 and has held it in 23 quarters since.
  • Essex Financial Services's Western Union position peaked at $654K in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.