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Perbak Capital Partners’s Western Union WU Stock Holding History

Perbak Capital Partners’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
-169,705
Closed -$1.36M – 327
2025
Q3 		$1.36M Buy
169,705
+79,919
+89% +$668K 0.24% 65
2025
Q2 		$756K Buy
89,786
+56,910
+173% +$541K 0.17% 120
2025
Q1 		$348K Buy
+32,876
New +$348K 0.26% 77

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Perbak Capital Partners's WU Position: Q4 2025 in Review

Perbak Capital Partners sold out of Western Union (WU) in Q4 2025, closing a stake of 169,705 shares — an estimated $1.36M sold.

Perbak Capital Partners first reported a position in WU in Q1 2025 and held it in 3 quarters. The position peaked at $1.36M in Q3 2025. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Perbak Capital Partners reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Perbak Capital Partners sold 169,705 Western Union shares in Q4 2025, an estimated $1.36M.
  • Perbak Capital Partners first reported a position in Western Union in Q1 2025 and held it in 3 quarters.
  • Perbak Capital Partners's Western Union position peaked at $1.36M in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Perbak Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.