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 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jefferies Financial Group's WU Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Western Union (WU) in Q2 2026: 152,961 shares worth $1.18M. The stake represents 0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in WU as recently as Q2 2025.

Jefferies Financial Group first reported a position in WU in Q2 2023 and has held it in 5 quarters since. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Jefferies Financial Group held 152,961 shares of Western Union worth $1.18M as of Q2 2026.
Western Union was a new Jefferies Financial Group position in Q2 2026.
Western Union made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #897 holding.
Jefferies Financial Group first reported a position in Western Union in Q2 2023 and has held it in 5 quarters since.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.