MCF Advisors’s Western Union WU Stock Holding History

MCF 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 Q1	–	Sell	-3,397	Closed	-$31.6K	–	1405
2025 Q4	$31.6K	Hold	3,397	–	–	﹤0.01%	597
2025 Q3	$27.1K	Hold	3,397	–	–	﹤0.01%	522
2025 Q2	$28.6K	Hold	3,397	–	–	﹤0.01%	488
2025 Q1	$35.9K	Buy	3,397 +2,795	+464%	+$29.6K	﹤0.01%	445
2024 Q4	$6.38K	Sell	602 -1,865	-76%	-$20.7K	﹤0.01%	731
2024 Q3	$29.4K	Buy	2,467 +270	+12%	+$3.26K	﹤0.01%	480
2024 Q2	$26.8K	Buy	2,197 +32	+1%	+$416	﹤0.01%	482
2024 Q1	$30.3K	Buy	+2,165	New	+$27.9K	﹤0.01%	463
2016 Q3	–	Sell	-93	Closed	-$2K	–	535
2016 Q2	$2K	Buy	+93	New	+$1.81K	﹤0.01%	489
2014 Q4	–	Sell	-155	Closed	-$3K	–	443
2014 Q3	$3K	Buy	+155	New	+$2.67K	﹤0.01%	414

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return