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Financial Consulate’s Western Union WU Stock Holding History

Financial Consulate’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 		$11.6K Hold
1,500
– – ﹤0.01% 631
2026
Q1 		$13.1K Sell
1,500
-51
-3% -$483 ﹤0.01% 590
2025
Q4 		$14.4K Buy
+1,551
New +$13.7K ﹤0.01% 541

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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 $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Financial Consulate's WU Position: Q2 2026 in Review

Financial Consulate held its Western Union (WU) position steady in Q2 2026 at 1,500 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Financial Consulate first reported a position in WU in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.4K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Financial Consulate held 1,500 shares of Western Union worth $11.6K as of Q2 2026.
  • Financial Consulate left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #631 holding.
  • Financial Consulate first reported a position in Western Union in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Western Union position peaked at $14.4K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.