Everence Capital Management’s Western Union WU Stock Holding History

Everence Capital 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	-12,550	Closed	-$110K	–	939
2026 Q1	$110K	Buy	+12,550	New	+$119K	0.01%	783
2016 Q4	–	Sell	-10,989	Closed	-$229K	–	344
2016 Q3	$229K	Hold	10,989	–	–	0.07%	286
2016 Q2	$211K	Hold	10,989	–	–	0.06%	293
2016 Q1	$212K	Hold	10,989	–	–	0.07%	284
2015 Q4	$197K	Hold	10,989	–	–	0.06%	286
2015 Q3	$202K	Hold	10,989	–	–	0.07%	279
2015 Q2	$223K	Hold	10,989	–	–	0.07%	280
2015 Q1	$215K	Hold	10,989	–	–	0.07%	275
2014 Q4	$197K	Hold	10,989	–	–	0.07%	295
2014 Q3	$192K	Hold	10,989	–	–	0.07%	269
2014 Q2	$191K	Hold	10,989	–	–	0.07%	267
2014 Q1	$180K	Hold	10,989	–	–	0.07%	262
2013 Q4	$190K	Hold	10,989	–	–	0.08%	257
2013 Q3	$205K	Hold	10,989	–	–	0.09%	252
2013 Q2	$188K	Buy	+10,989	New	+$174K	0.09%	245

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

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

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

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

Everence Capital Management's WU Position: Q2 2026 in Review

Everence Capital Management sold out of Western Union (WU) in Q2 2026, closing a stake of 12,550 shares — an estimated $110K sold.

Everence Capital Management first reported a position in WU in Q2 2013 and held it in 15 quarters. The position peaked at $229K in Q3 2016. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Everence Capital Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
Everence Capital Management sold 12,550 Western Union shares in Q2 2026, an estimated $110K.
Everence Capital Management first reported a position in Western Union in Q2 2013 and held it in 15 quarters.
Everence Capital Management's Western Union position peaked at $229K in Q3 2016.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.