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Personal CFO Solutions’s Western Union WU Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-23,409
Closed -$248K – 513
2025
Q1 		$248K Buy
23,409
+2,535
+12% +$26.9K 0.05% 370
2024
Q4 		$221K Sell
20,874
-117
-0.6% -$1.3K 0.04% 418
2024
Q3 		$250K Buy
20,991
+1,101
+6% +$13.3K 0.04% 474
2024
Q2 		$243K Buy
19,890
+530
+3% +$6.89K 0.04% 444
2024
Q1 		$271K Buy
19,360
+1,825
+10% +$23.5K 0.04% 426
2023
Q4 		$209K Sell
17,535
-298
-2% -$3.64K 0.04% 479
2023
Q3 		$235K Buy
17,833
+3,606
+25% +$44.2K 0.05% 385
2023
Q2 		$167K Buy
14,227
+877
+7% +$10.1K 0.03% 454
2023
Q1 		$149K Buy
13,350
+3,124
+31% +$40.7K 0.03% 457
2022
Q4 		$141K Sell
10,226
-39,235
-79% -$542K 0.03% 438
2022
Q3 		$668K Buy
49,461
+6,744
+16% +$106K 0.17% 121
2022
Q2 		$704K Sell
42,717
-3,939
-8% -$69.4K 0.17% 110
2022
Q1 		$874K Buy
46,656
+427
+0.9% +$7.9K 0.17% 115
2021
Q4 		$825K Buy
+46,229
New +$853K 0.15% 128
2020
Q1 		– Sell
-11,540
Closed -$306K – 378
2019
Q4 		$306K Sell
11,540
-14,042
-55% -$364K 0.09% 199
2019
Q3 		$595K Buy
+25,582
New +$552K 0.24% 105

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Personal CFO Solutions's WU Position: Q2 2025 in Review

Personal CFO Solutions sold out of Western Union (WU) in Q2 2025, closing a stake of 23,409 shares — an estimated $248K sold.

Personal CFO Solutions first reported a position in WU in Q3 2019 and held it in 16 quarters. The position peaked at $874K in Q1 2022. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

  • Personal CFO Solutions reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 23,409 Western Union shares in Q2 2025, an estimated $248K.
  • Personal CFO Solutions first reported a position in Western Union in Q3 2019 and held it in 16 quarters.
  • Personal CFO Solutions's Western Union position peaked at $874K in Q1 2022.
  • 469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Personal CFO Solutions's 13F filing for Q2 2025, filed 12 Aug 2025.