Pathstone Holdings
WU icon

Pathstone Holdings’s Western Union WU Stock Holding History

Pathstone Holdings’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 		$2.79M Sell
362,055
-13,659
-4% -$115K 0.01% 927
2026
Q1 		$3.28M Buy
375,714
+44,161
+13% +$418K 0.01% 762
2025
Q4 		$3.09M Buy
331,553
+18,804
+6% +$166K 0.01% 802
2025
Q3 		$2.5M Buy
312,749
+17,807
+6% +$149K 0.01% 898
2025
Q2 		$2.48M Sell
294,942
-25,980
-8% -$247K 0.01% 876
2025
Q1 		$3.4M Buy
320,922
+117,133
+57% +$1.24M 0.01% 709
2024
Q4 		$2.16M Buy
203,789
+41,386
+25% +$459K 0.01% 931
2024
Q3 		$1.94M Buy
162,403
+77,290
+91% +$932K 0.01% 989
2024
Q2 		$1.04M Buy
85,113
+6,090
+8% +$79.1K ﹤0.01% 1310
2024
Q1 		$1.1M Buy
79,023
+8,700
+12% +$112K 0.01% 1223
2023
Q4 		$838K Buy
+70,323
New +$858K ﹤0.01% 1173

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
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
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Pathstone Holdings's WU Position: Q2 2026 in Review

Pathstone Holdings reduced its Western Union (WU) stake by 3.6% in Q2 2026, selling an estimated $115K and leaving 362,055 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #927.

Pathstone Holdings first reported a position in WU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.4M in Q1 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Pathstone Holdings held 362,055 shares of Western Union worth $2.79M as of Q2 2026.
  • Pathstone Holdings sold 13,659 Western Union shares in Q2 2026, an estimated $115K.
  • Western Union made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #927 holding.
  • Pathstone Holdings first reported a position in Western Union in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Western Union position peaked at $3.4M in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.