Jefferies Financial Group
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Jefferies Financial Group’s Western Union WU Stock Holding History

Jefferies 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
2026
Q3 		$634K Sell
107,500
-45,461
-30% -$331K ﹤0.01% 920
2026
Q2 		$1.18M Buy
+152,961
New +$1.28M 0.01% 897
2025
Q3 		– Sell
-7,201
Closed -$60.6K – 1716
2025
Q2 		$60.6K Sell
7,201
-29,122
-80% -$277K ﹤0.01% 1200
2025
Q1 		$384K Buy
36,323
+22,779
+168% +$241K ﹤0.01% 1139
2024
Q4 		$144K Buy
+13,544
New +$150K ﹤0.01% 1426
2023
Q3 		– Sell
-71,726
Closed -$841K – 2035
2023
Q2 		$841K Buy
+71,726
New +$827K 0.01% 988

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

Jefferies Financial Group's WU Position: Q3 2026 in Review

Jefferies Financial Group reduced its Western Union (WU) stake by 30% in Q3 2026, selling an estimated $331K and leaving 107,500 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Jefferies Financial Group first reported a position in WU in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.18M in Q2 2026. 278 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Jefferies Financial Group held 107,500 shares of Western Union worth $634K as of Q3 2026.
  • Jefferies Financial Group sold 45,461 Western Union shares in Q3 2026, an estimated $331K.
  • Western Union made up ﹤0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #920 holding.
  • Jefferies Financial Group first reported a position in Western Union in Q2 2023 and has held it in 6 quarters since.
  • Jefferies Financial Group's Western Union position peaked at $1.18M in Q2 2026.
  • 278 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.