Independence Bank of Kentucky’s Western Union WU Stock Holding History

Independence Bank of Kentucky’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 Q1	–	Sell	-2,650	Closed	-$24.7K	–	733
2025 Q4	$24.7K	Hold	2,650	–	–	﹤0.01%	478
2025 Q3	$21.2K	Hold	2,650	–	–	﹤0.01%	482
2025 Q2	$22.3K	Hold	2,650	–	–	﹤0.01%	475
2025 Q1	$28K	Hold	2,650	–	–	﹤0.01%	446
2024 Q4	$28.1K	Buy	+2,650	New	+$29.4K	﹤0.01%	449
2020 Q2	–	Sell	-2,000	Closed	-$36K	–	357
2020 Q1	$36K	Hold	2,000	–	–	0.03%	209
2019 Q4	$54K	Hold	2,000	–	–	0.03%	205
2019 Q3	$46K	Hold	2,000	–	–	0.03%	210
2019 Q2	$40K	Hold	2,000	–	–	0.03%	197
2019 Q1	$37K	Hold	2,000	–	–	0.03%	200
2018 Q4	$34K	Sell	2,000 -240	-11%	-$4.36K	0.03%	192
2018 Q3	$43K	Hold	2,240	–	–	0.03%	192
2018 Q2	$46K	Hold	2,240	–	–	0.04%	168
2018 Q1	$43K	Buy	2,240 +240	+12%	+$4.82K	0.04%	173
2017 Q4	$38K	Buy	+2,000	New	+$39.2K	0.03%	185

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independence Bank of Kentucky's WU Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Western Union (WU) in Q1 2026, closing a stake of 2,650 shares — an estimated $24.7K sold.

Independence Bank of Kentucky first reported a position in WU in Q4 2017 and held it in 15 quarters. The position peaked at $54K in Q4 2019. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Independence Bank of Kentucky reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
Independence Bank of Kentucky sold 2,650 Western Union shares in Q1 2026, an estimated $24.7K.
Independence Bank of Kentucky first reported a position in Western Union in Q4 2017 and held it in 15 quarters.
Independence Bank of Kentucky's Western Union position peaked at $54K in Q4 2019.
508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.