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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
2025
Q3 		– Sell
-4,000
Closed -$33.7K – 1717
2025
Q2 		$33.7K Buy
+4,000
New +$38K ﹤0.01% 1210

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
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.