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Merit Financial Group’s Western Union WU Stock Holding History

Merit 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 		$98.5K Sell
12,799
-6,332
-33% -$53.1K ﹤0.01% 2224
2026
Q1 		$167K Buy
19,131
+5,376
+39% +$50.9K ﹤0.01% 1961
2025
Q4 		$128K Buy
+13,755
New +$121K ﹤0.01% 1873
2025
Q3 		– Sell
-12,619
Closed -$106K – 1872
2025
Q2 		$106K Sell
12,619
-43,626
-78% -$415K ﹤0.01% 1631
2025
Q1 		$595K Buy
56,245
+44,330
+372% +$470K 0.01% 858
2024
Q4 		$126K Buy
+11,915
New +$132K ﹤0.01% 1123
2023
Q4 		– Sell
-24,740
Closed -$326K – 838
2023
Q3 		$326K Buy
24,740
+8,383
+51% +$103K 0.01% 562
2023
Q2 		$192K Buy
16,357
+3,491
+27% +$40.2K 0.01% 707
2023
Q1 		$143K Sell
12,866
-4,681
-27% -$60.9K 0.01% 599
2022
Q4 		$242K Buy
+17,547
New +$242K 0.01% 591

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

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

Merit Financial Group reduced its Western Union (WU) stake by 33% in Q2 2026, selling an estimated $53.1K and leaving 12,799 shares worth $98.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2224.

Merit Financial Group first reported a position in WU in Q4 2022 and has held it in 10 quarters since. The position peaked at $595K in Q1 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Merit Financial Group held 12,799 shares of Western Union worth $98.5K as of Q2 2026.
  • Merit Financial Group sold 6,332 Western Union shares in Q2 2026, an estimated $53.1K.
  • Western Union made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2224 holding.
  • Merit Financial Group first reported a position in Western Union in Q4 2022 and has held it in 10 quarters since.
  • Merit Financial Group's Western Union position peaked at $595K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.