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Global Financial Private Client’s Western Union WU Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-54
Closed -$571 – 1618
2025
Q1 		$571 Buy
54
+41
+315% +$435 ﹤0.01% 1235
2024
Q4 		$138 Buy
+13
New +$144 ﹤0.01% 1403

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Financial Private Client's WU Position: Q2 2025 in Review

Global Financial Private Client sold out of Western Union (WU) in Q2 2025, closing a stake of 54 shares — an estimated $571 sold.

Global Financial Private Client first reported a position in WU in Q4 2024 and held it in 2 quarters. The position peaked at $571 in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Global Financial Private Client reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 54 Western Union shares in Q2 2025, an estimated $571.
  • Global Financial Private Client first reported a position in Western Union in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Western Union position peaked at $571 in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.