JMN Financial’s Western Union WU Stock Holding History

JMN Financial’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	–	Sell	-29,467	Closed	-$257K	–	265
2026 Q1	$257K	Sell	29,467 -1,923	-6%	-$18.2K	0.25%	128
2025 Q4	$292K	Buy	+31,390	New	+$277K	0.29%	113

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JMN Financial's WU Position: Q2 2026 in Review

JMN Financial sold out of Western Union (WU) in Q2 2026, closing a stake of 29,467 shares — an estimated $257K sold.

JMN Financial first reported a position in WU in Q4 2025 and held it in 2 quarters. The position peaked at $292K in Q4 2025. 454 funds tracked by Wall St. Rank hold WU as of Q2 2026.

JMN Financial reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
JMN Financial sold 29,467 Western Union shares in Q2 2026, an estimated $257K.
JMN Financial first reported a position in Western Union in Q4 2025 and held it in 2 quarters.
JMN Financial's Western Union position peaked at $292K in Q4 2025.
454 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.