Larson Financial Group
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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
Q3 		$20.6K Buy
3,490
+1,172
+51% +$8.54K ﹤0.01% 2096
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

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fideuram Asset Management (Ireland)
Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
TSP Capital Management Group
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Larson Financial Group's WU Position: Q3 2026 in Review

Larson Financial Group increased its Western Union (WU) stake by 51% in Q3 2026, buying an estimated $8.54K and bringing the position to 3,490 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Larson Financial Group first reported a position in WU in Q4 2023 and has held it in 12 quarters since. The position peaked at $41.2K in Q1 2026. 245 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Larson Financial Group held 3,490 shares of Western Union worth $20.6K as of Q3 2026.
  • Larson Financial Group bought 1,172 Western Union shares in Q3 2026, an estimated $8.54K.
  • Western Union made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2096 holding.
  • Larson Financial Group first reported a position in Western Union in Q4 2023 and has held it in 12 quarters since.
  • Larson Financial Group's Western Union position peaked at $41.2K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.