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Godfrey Financial Associates’s Western Union WU Stock Holding History

Godfrey Financial Associates’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 		$3.27K Hold
424
– – ﹤0.01% 598
2026
Q1 		$3.7K Hold
424
– – ﹤0.01% 565
2025
Q4 		$3.95K Buy
+424
New +$3.75K ﹤0.01% 538

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Capital Research Global Investors
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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 $3.38T AUM 44.17% 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

Godfrey Financial Associates's WU Position: Q2 2026 in Review

Godfrey Financial Associates held its Western Union (WU) position steady in Q2 2026 at 424 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

Godfrey Financial Associates first reported a position in WU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.95K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Godfrey Financial Associates held 424 shares of Western Union worth $3.27K as of Q2 2026.
  • Godfrey Financial Associates left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #598 holding.
  • Godfrey Financial Associates first reported a position in Western Union in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's Western Union position peaked at $3.95K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.