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Grove Bank & Trust’s Western Union WU Stock Holding History

Grove Bank & 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
2026
Q3 		$3K Buy
+509
New +$3.71K ﹤0.01% 812
2017
Q4 		– Sell
-265
Closed -$5K – 575
2017
Q3 		$5K Sell
265
-255
-49% -$4.86K ﹤0.01% 530
2017
Q2 		$10K Buy
520
+265
+104% +$5.13K 0.01% 475
2017
Q1 		$5K Hold
255
– – ﹤0.01% 434
2016
Q4 		$6K Buy
+255
New +$5.29K ﹤0.01% 445

Other funds holding WU

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Grove Bank & Trust's WU Position: Q3 2026 in Review

Grove Bank & Trust opened a new position in Western Union (WU) in Q3 2026: 509 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in WU as recently as Q3 2017.

Grove Bank & Trust first reported a position in WU in Q4 2016 and has held it in 5 quarters since. The position peaked at $10K in Q2 2017. 14 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Grove Bank & Trust held 509 shares of Western Union worth $3K as of Q3 2026.
  • Western Union was a new Grove Bank & Trust position in Q3 2026.
  • Western Union made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #812 holding.
  • Grove Bank & Trust first reported a position in Western Union in Q4 2016 and has held it in 5 quarters since.
  • Grove Bank & Trust's Western Union position peaked at $10K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.