Jones Financial Companies’s Western Union WU Stock Holding History

Jones Financial Companies’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	$316K	Sell	41,858 -25,049	-37%	-$210K	﹤0.01%	2400
2026 Q1	$584K	Buy	66,907 +3,561	+6%	+$33.7K	﹤0.01%	1961
2025 Q4	$590K	Buy	63,346 +3,770	+6%	+$33.3K	﹤0.01%	1440
2025 Q3	$474K	Buy	59,576 +19,139	+47%	+$160K	﹤0.01%	1418
2025 Q2	$338K	Buy	40,437 +18,257	+82%	+$174K	﹤0.01%	1439
2025 Q1	$232K	Buy	22,180 +4,403	+25%	+$46.7K	﹤0.01%	1436
2024 Q4	$188K	Buy	17,777 +11,229	+171%	+$124K	﹤0.01%	1382
2024 Q3	$79.6K	Buy	6,548 +1,319	+25%	+$15.9K	﹤0.01%	1481
2024 Q2	$63.9K	Buy	+5,229	New	+$67.9K	﹤0.01%	1168
2021 Q2	–	Sell	-2,680	Closed	-$66K	–	796
2021 Q1	$66K	Buy	+2,680	New	+$63.1K	﹤0.01%	318
2013 Q4	–	Sell	-11,872	Closed	-$222K	–	546
2013 Q3	$222K	Buy	11,872 +3,912	+49%	+$70.3K	﹤0.01%	201
2013 Q2	$136K	Buy	+7,960	New	+$126K	﹤0.01%	228

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

Jones Financial Companies's WU Position: Q2 2026 in Review

Jones Financial Companies reduced its Western Union (WU) stake by 37% in Q2 2026, selling an estimated $210K and leaving 41,858 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Jones Financial Companies first reported a position in WU in Q2 2013 and has held it in 12 quarters since. The position peaked at $590K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Jones Financial Companies held 41,858 shares of Western Union worth $316K as of Q2 2026.
Jones Financial Companies sold 25,049 Western Union shares in Q2 2026, an estimated $210K.
Western Union made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2400 holding.
Jones Financial Companies first reported a position in Western Union in Q2 2013 and has held it in 12 quarters since.
Jones Financial Companies's Western Union position peaked at $590K in Q4 2025.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.