HB Wealth Management
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HB Wealth Management’s Western Union WU Stock Holding History

HB Wealth Management’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 		$37.2K Buy
+11,935
New +$87K ﹤0.01% 1850
2026
Q2 		– Sell
-11,804
Closed -$103K – 1793
2026
Q1 		$103K Buy
+11,804
New +$112K ﹤0.01% 1497
2025
Q2 		– Sell
-14,605
Closed -$155K – 1308
2025
Q1 		$155K Buy
+14,605
New +$155K ﹤0.01% 1157

Other funds holding WU

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Brickwood Asset Management
Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Storebrand Asset Management
Storebrand Asset Management Lysaker, Norway $41.4B AUM 32.65% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

HB Wealth Management's WU Position: Q3 2026 in Review

HB Wealth Management opened a new position in Western Union (WU) in Q3 2026: 11,935 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings. This is a return to the name: HB Wealth Management previously reported a position in WU as recently as Q1 2026.

HB Wealth Management first reported a position in WU in Q1 2025 and has held it in 3 quarters since. The position peaked at $155K in Q1 2025. 278 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • HB Wealth Management held 11,935 shares of Western Union worth $37.2K as of Q3 2026.
  • Western Union was a new HB Wealth Management position in Q3 2026.
  • Western Union made up ﹤0.01% of HB Wealth Management's portfolio in Q3 2026, its #1850 holding.
  • HB Wealth Management first reported a position in Western Union in Q1 2025 and has held it in 3 quarters since.
  • HB Wealth Management's Western Union position peaked at $155K in Q1 2025.
  • 278 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.