New Mexico Educational Retirement Board’s Western Union WU Stock Holding History

New Mexico Educational Retirement Board’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
2025 Q4	–	Sell	-76,300	Closed	-$610K	–	921
2025 Q3	$610K	Hold	76,300	–	–	0.02%	796
2025 Q2	$642K	Hold	76,300	–	–	0.02%	783
2025 Q1	$807K	Hold	76,300	–	–	0.03%	706
2024 Q4	$809K	Hold	76,300	–	–	0.03%	712
2024 Q3	$910K	Hold	76,300	–	–	0.03%	690
2024 Q2	$932K	Hold	76,300	–	–	0.03%	635
2024 Q1	$1.07M	Hold	76,300	–	–	0.04%	585
2023 Q4	$909K	Hold	76,300	–	–	0.03%	646
2023 Q3	$1.01M	Hold	76,300	–	–	0.04%	523
2023 Q2	$895K	Buy	76,300 +6,400	+9%	+$73.7K	0.04%	591
2023 Q1	$779K	Buy	69,900 +9,200	+15%	+$120K	0.04%	601
2022 Q4	$836K	Hold	60,700	–	–	0.04%	518
2022 Q3	$819K	Hold	60,700	–	–	0.04%	483
2022 Q2	$1M	Sell	60,700 -22,900	-27%	-$404K	0.05%	418
2022 Q1	$1.57M	Hold	83,600	–	–	0.06%	377
2021 Q4	$1.49M	Buy	83,600 +56,810	+212%	+$1.05M	0.05%	430
2021 Q3	$542K	Sell	26,790 -600	-2%	-$13.3K	0.02%	850
2021 Q2	$629K	Buy	27,390 +1,000	+4%	+$24.9K	0.02%	814
2021 Q1	$651K	Hold	26,390	–	–	0.03%	741
2020 Q4	$579K	Hold	26,390	–	–	0.02%	722
2020 Q3	$566K	Sell	26,390 -1,800	-6%	-$40.9K	0.03%	666
2020 Q2	$609K	Buy	28,190 +1,800	+7%	+$36.5K	0.03%	671
2020 Q1	$478K	Sell	26,390 -6,850	-21%	-$168K	0.03%	665
2019 Q4	$890K	Hold	33,240	–	–	0.04%	531
2019 Q3	$770K	Sell	33,240 -2,500	-7%	-$54K	0.03%	574
2019 Q2	$711K	Sell	35,740 -1,200	-3%	-$23.4K	0.03%	622
2019 Q1	$682K	Sell	36,940 -1,100	-3%	-$19.8K	0.03%	689
2018 Q4	$649K	Sell	38,040 -3,000	-7%	-$54.5K	0.03%	655
2018 Q3	$782K	Sell	41,040 -2,700	-6%	-$52.4K	0.03%	716
2018 Q2	$889K	Hold	43,740	–	–	0.03%	656
2018 Q1	$841K	Sell	43,740 -100	-0.2%	-$2.01K	0.03%	713
2017 Q4	$833K	Hold	43,840	–	–	0.03%	702
2017 Q3	$842K	Hold	43,840	–	–	0.04%	444
2017 Q2	$866K	Sell	43,840 -4,900	-10%	-$94.8K	0.04%	433
2017 Q1	$992K	Sell	48,740 -3,400	-7%	-$69.4K	0.05%	412
2016 Q4	$1.13M	Buy	52,140 +2,400	+5%	+$49.8K	0.05%	380
2016 Q3	$1.04M	Sell	49,740 -6,200	-11%	-$127K	0.05%	386
2016 Q2	$1.07M	Hold	55,940	–	–	0.05%	400
2016 Q1	$1.08M	Buy	55,940 +800	+1%	+$14.4K	0.05%	386
2015 Q4	$988K	Hold	55,140	–	–	0.05%	409
2015 Q3	$1.01M	Hold	55,140	–	–	0.05%	396
2015 Q2	$1.12M	Sell	55,140 -7,000	-11%	-$149K	0.05%	370
2015 Q1	$1.29M	Sell	62,140 -2,000	-3%	-$37.2K	0.06%	372
2014 Q4	$1.15M	Sell	64,140 -7,800	-11%	-$135K	0.05%	402
2014 Q3	$1.15M	Sell	71,940 -300	-0.4%	-$5.16K	0.05%	408
2014 Q2	$1.25M	Hold	72,240	–	–	0.05%	390
2014 Q1	$1.18M	Buy	+72,240	New	+$1.18M	0.05%	408
2013 Q3	–	Sell	-90,440	Closed	-$1.55M	–	986
2013 Q2	$1.55M	Buy	+90,440	New	+$1.43M	0.06%	348

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

New Mexico Educational Retirement Board's WU Position: Q4 2025 in Review

New Mexico Educational Retirement Board sold out of Western Union (WU) in Q4 2025, closing a stake of 76,300 shares — an estimated $610K sold.

New Mexico Educational Retirement Board first reported a position in WU in Q2 2013 and held it in 48 quarters. The position peaked at $1.57M in Q1 2022. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

New Mexico Educational Retirement Board reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
New Mexico Educational Retirement Board sold 76,300 Western Union shares in Q4 2025, an estimated $610K.
New Mexico Educational Retirement Board first reported a position in Western Union in Q2 2013 and held it in 48 quarters.
New Mexico Educational Retirement Board's Western Union position peaked at $1.57M in Q1 2022.
481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on New Mexico Educational Retirement Board's 13F filing for Q4 2025, filed 10 Feb 2026.