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Farther Finance Advisors’s Western Union WU Stock Holding History

Farther Finance Advisors’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 		$8.92K Sell
1,512
-2,749
-65% -$20K ﹤0.01% 4693
2026
Q2 		$32.7K Sell
4,261
-2,991
-41% -$25.1K ﹤0.01% 3596
2026
Q1 		$61.4K Sell
7,252
-3,113
-30% -$29.5K ﹤0.01% 2851
2025
Q4 		$96.5K Sell
10,365
-3,280
-24% -$29K ﹤0.01% 2369
2025
Q3 		$109K Sell
13,645
-6,154
-31% -$51.5K ﹤0.01% 1994
2025
Q2 		$167K Sell
19,799
-12,735
-39% -$121K ﹤0.01% 1481
2025
Q1 		$343K Buy
32,534
+14,890
+84% +$158K 0.01% 971
2024
Q4 		$187K Sell
17,644
-6,704
-28% -$74.3K 0.01% 1014
2024
Q3 		$290K Buy
24,348
+23,222
+2,062% +$280K 0.01% 848
2024
Q2 		$13.7K Sell
1,126
-8,963
-89% -$116K ﹤0.01% 1940
2024
Q1 		$139K Buy
10,089
+9,124
+945% +$118K 0.01% 829
2023
Q4 		$11.5K Buy
965
+331
+52% +$4.04K ﹤0.01% 1552
2023
Q3 		$8.36K Buy
634
+46
+8% +$564 ﹤0.01% 1350
2023
Q2 		$6.9K Buy
588
+20
+4% +$230 ﹤0.01% 1316
2023
Q1 		$6.33K Hold
568
– – ﹤0.01% 1256
2022
Q4 		$7.82K Buy
+568
New +$7.84K ﹤0.01% 1030

Other funds holding WU

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's WU Position: Q3 2026 in Review

Farther Finance Advisors reduced its Western Union (WU) stake by 65% in Q3 2026, selling an estimated $20K and leaving 1,512 shares worth $8.92K. The position accounts for ﹤0.01% of the portfolio, ranked #4693.

Farther Finance Advisors first reported a position in WU in Q4 2022 and has held it in 16 quarters since. The position peaked at $343K in Q1 2025. 14 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Farther Finance Advisors held 1,512 shares of Western Union worth $8.92K as of Q3 2026.
  • Farther Finance Advisors sold 2,749 Western Union shares in Q3 2026, an estimated $20K.
  • Western Union made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4693 holding.
  • Farther Finance Advisors first reported a position in Western Union in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Western Union position peaked at $343K in Q1 2025.
  • 14 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.