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Independent Financial Group’s Western Union WU Stock Holding History

Independent Financial Group’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
2025
Q2 		– Sell
-62,782
Closed -$664K – 1359
2025
Q1 		$664K Buy
62,782
+42,790
+214% +$453K 0.02% 607
2024
Q4 		$212K Sell
19,992
-6,200
-24% -$68.7K 0.01% 1070
2024
Q3 		$312K Buy
26,192
+150
+0.6% +$1.81K 0.01% 866
2024
Q2 		$318K Hold
26,042
– – 0.01% 799
2024
Q1 		$364K Sell
26,042
-9,870
-27% -$127K 0.02% 705
2023
Q4 		$428K Buy
35,912
+8,870
+33% +$108K 0.02% 599
2023
Q3 		$356K Sell
27,042
-2,494
-8% -$30.6K 0.02% 594
2023
Q2 		$346K Buy
29,536
+300
+1% +$3.46K 0.02% 589
2023
Q1 		$326K Sell
29,236
-300
-1% -$3.9K 0.03% 576
2022
Q4 		$407K Buy
29,536
+200
+0.7% +$2.76K 0.04% 476
2022
Q3 		$396K Sell
29,336
-456
-2% -$7.15K 0.04% 457
2022
Q2 		$491K Buy
29,792
+2,477
+9% +$43.7K 0.05% 392
2022
Q1 		$512K Buy
27,315
+2,220
+9% +$41.1K 0.04% 425
2021
Q4 		$448K Buy
+25,095
New +$463K 0.04% 449

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independent Financial Group's WU Position: Q2 2025 in Review

Independent Financial Group sold out of Western Union (WU) in Q2 2025, closing a stake of 62,782 shares — an estimated $664K sold.

Independent Financial Group first reported a position in WU in Q4 2021 and held it in 14 quarters. The position peaked at $664K in Q1 2025. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Independent Financial Group reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Independent Financial Group sold 62,782 Western Union shares in Q2 2025, an estimated $664K.
  • Independent Financial Group first reported a position in Western Union in Q4 2021 and held it in 14 quarters.
  • Independent Financial Group's Western Union position peaked at $664K in Q1 2025.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Independent Financial Group's 13F filing for Q2 2025, filed 15 May 2026.