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Kestra Private Wealth Services’s Western Union WU Stock Holding History

Kestra Private Wealth Services’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
2024
Q3 		– Sell
-10,000
Closed -$122K – 1473
2024
Q2 		$122K Buy
+10,000
New +$130K ﹤0.01% 1278

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's WU Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Western Union (WU) in Q1 2026, closing a stake of 10,064 shares — an estimated $93.7K sold.

Kestra Private Wealth Services first reported a position in WU in Q1 2021 and held it in 11 quarters. The position peaked at $427K in Q3 2024. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,064 Western Union shares in Q1 2026, an estimated $93.7K.
  • Kestra Private Wealth Services first reported a position in Western Union in Q1 2021 and held it in 11 quarters.
  • Kestra Private Wealth Services's Western Union position peaked at $427K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.