Hoxton Planning & Management
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Hoxton Planning & Management’s Western Union WU Stock Holding History

Hoxton Planning & 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 		$171K Buy
29,041
+6,591
+29% +$48K 0.04% 226
2026
Q2 		$173K Buy
+22,450
New +$188K 0.05% 225

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
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Hoxton Planning & Management's WU Position: Q3 2026 in Review

Hoxton Planning & Management increased its Western Union (WU) stake by 29% in Q3 2026, buying an estimated $48K and bringing the position to 29,041 shares worth $171K. The position accounts for 0.04% of the portfolio, ranked #226.

Hoxton Planning & Management first reported a position in WU in Q2 2026 and has held it in 2 quarters since. The position peaked at $173K in Q2 2026. 251 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Hoxton Planning & Management held 29,041 shares of Western Union worth $171K as of Q3 2026.
  • Hoxton Planning & Management bought 6,591 Western Union shares in Q3 2026, an estimated $48K.
  • Western Union made up 0.04% of Hoxton Planning & Management's portfolio in Q3 2026, its #226 holding.
  • Hoxton Planning & Management first reported a position in Western Union in Q2 2026 and has held it in 2 quarters since.
  • Hoxton Planning & Management's Western Union position peaked at $173K in Q2 2026.
  • 251 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.