Jones Financial Companies
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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
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

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