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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

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Financial Group's WU Position: Q3 2025 in Review

Jefferies Financial Group sold out of Western Union (WU) in Q3 2025, closing a stake of 7,201 shares — an estimated $60.6K sold.

Jefferies Financial Group first reported a position in WU in Q2 2023 and held it in 4 quarters. The position peaked at $841K in Q2 2023. 453 funds tracked by Wall St. Rank hold WU as of Q3 2025.

  • Jefferies Financial Group reported no remaining Western Union position as of Q3 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 7,201 Western Union shares in Q3 2025, an estimated $60.6K.
  • Jefferies Financial Group first reported a position in Western Union in Q2 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Western Union position peaked at $841K in Q2 2023.
  • 453 funds tracked by Wall St. Rank held Western Union as of Q3 2025.

Based on Jefferies Financial Group's 13F filing for Q3 2025, filed 13 Nov 2025.