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Larson Financial Group’s Western Union WU Stock Holding History

Larson Financial Group’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 		$17.8K Sell
2,318
-2,405
-51% -$20.2K ﹤0.01% 2066
2026
Q1 		$41.2K Buy
4,723
+1,968
+71% +$18.6K ﹤0.01% 1445
2025
Q4 		$25.6K Sell
2,755
-157
-5% -$1.39K ﹤0.01% 1577
2025
Q3 		$23.3K Buy
2,912
+1,392
+92% +$11.6K ﹤0.01% 1552
2025
Q2 		$12.8K Buy
1,520
+15
+1% +$143 ﹤0.01% 1692
2025
Q1 		$15.9K Sell
1,505
-220
-13% -$2.33K ﹤0.01% 1452
2024
Q4 		$18.3K Buy
1,725
+130
+8% +$1.44K ﹤0.01% 1252
2024
Q3 		$19K Buy
1,595
+90
+6% +$1.09K ﹤0.01% 1238
2024
Q2 		$18.4K Buy
1,505
+1,500
+30,000% +$19.5K ﹤0.01% 1076
2024
Q1 		$70 Hold
5
– – ﹤0.01% 1730
2023
Q4 		$60 Buy
+5
New +$61 ﹤0.01% 1749

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Larson Financial Group's WU Position: Q2 2026 in Review

Larson Financial Group reduced its Western Union (WU) stake by 51% in Q2 2026, selling an estimated $20.2K and leaving 2,318 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2066.

Larson Financial Group first reported a position in WU in Q4 2023 and has held it in 11 quarters since. The position peaked at $41.2K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Larson Financial Group held 2,318 shares of Western Union worth $17.8K as of Q2 2026.
  • Larson Financial Group sold 2,405 Western Union shares in Q2 2026, an estimated $20.2K.
  • Western Union made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2066 holding.
  • Larson Financial Group first reported a position in Western Union in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's Western Union position peaked at $41.2K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

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