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Kelleher Financial Advisors’s Western Union WU Stock Holding History

Kelleher Financial Advisors’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 		$91.6K Buy
11,901
+8,929
+300% +$74.9K 0.01% 382
2026
Q1 		$25K Sell
2,972
-7,020
-70% -$66.5K 0.01% 453
2025
Q4 		$93K Buy
9,992
+1,381
+16% +$12.2K 0.02% 325
2025
Q3 		$68.8K Buy
+8,611
New +$72K 0.02% 303
2016
Q2 		– Sell
-450
Closed -$8K – 209
2016
Q1 		$8K Buy
+450
New +$8.1K ﹤0.01% 207

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Kelleher Financial Advisors's WU Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Western Union (WU) stake by 300% in Q2 2026, buying an estimated $74.9K and bringing the position to 11,901 shares worth $91.6K. The position accounts for 0.01% of the portfolio, ranked #382.

Kelleher Financial Advisors first reported a position in WU in Q1 2016 and has held it in 5 quarters since. The position peaked at $93K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Kelleher Financial Advisors held 11,901 shares of Western Union worth $91.6K as of Q2 2026.
  • Kelleher Financial Advisors bought 8,929 Western Union shares in Q2 2026, an estimated $74.9K.
  • Western Union made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #382 holding.
  • Kelleher Financial Advisors first reported a position in Western Union in Q1 2016 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Western Union position peaked at $93K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.