First Nebraska Trust’s Western Union WU Stock Holding History

First Nebraska Trust’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
2024 Q2	–	Sell	-42,269	Closed	-$591K	–	198
2024 Q1	$591K	Sell	42,269 -1,981	-4%	-$25.5K	0.06%	114
2023 Q4	$527K	Sell	44,250 -9,348	-17%	-$114K	0.06%	117
2023 Q3	$706K	Sell	53,598 -950	-2%	-$11.6K	0.09%	99
2023 Q2	$640K	Sell	54,548 -586	-1%	-$6.75K	0.08%	103
2023 Q1	$615K	Sell	55,134 -2,235	-4%	-$29.1K	0.08%	103
2022 Q4	$790K	Sell	57,369 -83,107	-59%	-$1.15M	0.1%	93
2022 Q3	$1.9M	Buy	140,476 +1,540	+1%	+$24.1K	0.27%	66
2022 Q2	$2.29M	Buy	138,936 +14,385	+12%	+$254K	0.3%	62
2022 Q1	$2.33M	Sell	124,551 -2,267	-2%	-$41.9K	0.28%	69
2021 Q4	$2.26M	Buy	126,818 +2,434	+2%	+$44.9K	0.27%	64
2021 Q3	$2.52M	Buy	124,384 +1,362	+1%	+$30.1K	0.33%	58
2021 Q2	$2.83M	Sell	123,022 -1,241	-1%	-$30.9K	0.37%	54
2021 Q1	$3.06M	Sell	124,263 -4,318	-3%	-$102K	0.41%	48
2020 Q4	$2.82M	Sell	128,581 -2,165	-2%	-$47K	0.41%	46
2020 Q3	$2.8M	Sell	130,746 -6,405	-5%	-$145K	0.48%	43
2020 Q2	$2.97M	Sell	137,151 -13,053	-9%	-$265K	0.55%	43
2020 Q1	$2.72M	Sell	150,204 -4,072	-3%	-$99.8K	0.6%	43
2019 Q4	$4.13M	Sell	154,276 -525	-0.3%	-$13.6K	0.67%	37
2019 Q3	$3.59M	Sell	154,801 -3,145	-2%	-$67.9K	0.6%	39
2019 Q2	$3.14M	Sell	157,946 -3,950	-2%	-$77K	0.55%	42
2019 Q1	$2.99M	Sell	161,896 -630	-0.4%	-$11.3K	0.54%	44
2018 Q4	$2.77M	Sell	162,526 -7,552	-4%	-$137K	0.56%	43
2018 Q3	$3.24M	Sell	170,078 -2,386	-1%	-$46.3K	0.55%	44
2018 Q2	$3.51M	Sell	172,464 -1,070	-0.6%	-$21.3K	0.75%	37
2018 Q1	$3.34M	Buy	173,534 +2,953	+2%	+$59.3K	0.66%	38
2017 Q4	$3.24M	Sell	170,581 -2,055	-1%	-$40.3K	0.66%	36
2017 Q3	$3.31M	Sell	172,636 -2,115	-1%	-$40.3K	0.73%	36
2017 Q2	$3.33M	Buy	174,751 +1,430	+0.8%	+$27.7K	0.75%	37
2017 Q1	$3.53M	Buy	173,321 +18,923	+12%	+$386K	0.79%	35
2016 Q4	$3.35M	Buy	154,398 +700	+0.5%	+$14.5K	0.8%	33
2016 Q3	$3.2M	Sell	153,698 -5,900	-4%	-$121K	0.83%	36
2016 Q2	$3.06M	Buy	159,598 +1,425	+0.9%	+$27.7K	0.8%	33
2016 Q1	$3.05M	Sell	158,173 -1,975	-1%	-$35.5K	0.84%	34
2015 Q4	$2.87M	Sell	160,148 -3,335	-2%	-$63K	0.86%	33
2015 Q3	$3M	Sell	163,483 -1,115	-0.7%	-$21.2K	0.96%	32
2015 Q2	$3.34M	Sell	164,598 -1,480	-0.9%	-$31.5K	1.02%	32
2015 Q1	$3.46M	Buy	166,078 +18,768	+13%	+$349K	1.02%	31
2014 Q4	$2.64M	Sell	147,310 -1,530	-1%	-$26.5K	0.77%	37
2014 Q3	$2.39M	Buy	148,840 +27,810	+23%	+$479K	0.68%	41
2014 Q2	$2.1M	Buy	121,030 +95,955	+383%	+$1.55M	0.6%	44
2014 Q1	$410K	Sell	25,075 -300	-1%	-$4.89K	0.13%	66
2013 Q4	$438K	Sell	25,375 -12,400	-33%	-$217K	0.14%	68
2013 Q3	$705K	Sell	37,775 -500	-1%	-$8.98K	0.24%	58
2013 Q2	$655K	Buy	+38,275	New	+$606K	0.23%	57

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

First Nebraska Trust's WU Position: Q2 2024 in Review

First Nebraska Trust sold out of Western Union (WU) in Q2 2024, closing a stake of 42,269 shares — an estimated $591K sold.

First Nebraska Trust first reported a position in WU in Q2 2013 and held it in 44 quarters. The position peaked at $4.13M in Q4 2019. 443 funds tracked by Wall St. Rank hold WU as of Q2 2024.

First Nebraska Trust reported no remaining Western Union position as of Q2 2024 after selling out during the quarter.
First Nebraska Trust sold 42,269 Western Union shares in Q2 2024, an estimated $591K.
First Nebraska Trust first reported a position in Western Union in Q2 2013 and held it in 44 quarters.
First Nebraska Trust's Western Union position peaked at $4.13M in Q4 2019.
443 funds tracked by Wall St. Rank held Western Union as of Q2 2024.

Based on First Nebraska Trust's 13F filing for Q2 2024, filed 15 Jun 2026.