BFC Planning, Inc.’s Western Union WU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$54.1K Buy
+7,028
New +$58.9K ﹤0.01% 1517
2025
Q3
– Sell
-34
Closed -$286 – 2990
2025
Q2
$286 Sell
34
-7,255
-100% -$68.9K ﹤0.01% 2587
2025
Q1
$77.1K Buy
7,289
+211
+3% +$2.24K 0.01% 958
2024
Q4
$75K Buy
+7,078
New +$78.4K 0.01% 969

Other funds holding WU

BFC Planning, Inc.'s WU Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in Western Union (WU) in Q2 2026: 7,028 shares worth $54.1K. The stake represents ﹤0.01% of the portfolio and ranks #1517 among its holdings. This is a return to the name: BFC Planning, Inc. previously reported a position in WU as recently as Q2 2025.

BFC Planning, Inc. first reported a position in WU in Q4 2024 and has held it in 4 quarters since. The position peaked at $77.1K in Q1 2025. 484 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • BFC Planning, Inc. held 7,028 shares of Western Union worth $54.1K as of Q2 2026.
  • Western Union was a new BFC Planning, Inc. position in Q2 2026.
  • Western Union made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1517 holding.
  • BFC Planning, Inc. first reported a position in Western Union in Q4 2024 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Western Union position peaked at $77.1K in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.