Kestra Investment Management’s Western Union WU Stock Holding History

Kestra Investment Management’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	$2.05M	Sell	266,344 -20,594	-7%	-$173K	0.04%	139
2026 Q1	$2.5M	Buy	286,938 +47,510	+20%	+$450K	0.04%	118
2025 Q4	$2.23M	Buy	239,428 +1,398	+0.6%	+$12.3K	0.05%	129
2025 Q3	$1.9M	Buy	238,030 +19,027	+9%	+$159K	0.05%	128
2025 Q2	$1.84M	Sell	219,003 -16,079	-7%	-$153K	0.06%	123
2025 Q1	$2.49M	Buy	235,082 +112,126	+91%	+$1.19M	0.08%	84
2024 Q4	$1.3M	Buy	122,956 +41,317	+51%	+$458K	0.05%	113
2024 Q3	$974K	Buy	+81,639	New	+$985K	0.04%	126

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

Kestra Investment Management's WU Position: Q2 2026 in Review

Kestra Investment Management reduced its Western Union (WU) stake by 7.2% in Q2 2026, selling an estimated $173K and leaving 266,344 shares worth $2.05M. The position accounts for 0.04% of the portfolio, ranked #139.

Kestra Investment Management first reported a position in WU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.5M in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Kestra Investment Management held 266,344 shares of Western Union worth $2.05M as of Q2 2026.
Kestra Investment Management sold 20,594 Western Union shares in Q2 2026, an estimated $173K.
Western Union made up 0.04% of Kestra Investment Management's portfolio in Q2 2026, its #139 holding.
Kestra Investment Management first reported a position in Western Union in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Western Union position peaked at $2.5M in Q1 2026.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.