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Financial Advocates Investment Management’s Western Union WU Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-34,748
Closed -$293K – 604
2025
Q2 		$293K Buy
+34,748
New +$330K 0.02% 505
2024
Q2 		– Sell
-17,804
Closed -$249K – 834
2024
Q1 		$249K Buy
17,804
+74
+0.4% +$953 0.01% 659
2023
Q4 		$211K Buy
+17,730
New +$216K 0.01% 672

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's WU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Western Union (WU) in Q3 2025, closing a stake of 34,748 shares — an estimated $293K sold.

Financial Advocates Investment Management first reported a position in WU in Q4 2023 and held it in 3 quarters. The position peaked at $293K in Q2 2025. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 34,748 Western Union shares in Q3 2025, an estimated $293K.
  • Financial Advocates Investment Management first reported a position in Western Union in Q4 2023 and held it in 3 quarters.
  • Financial Advocates Investment Management's Western Union position peaked at $293K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.