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Pinnacle Wealth Planning Services’s Western Union WU Stock Holding History

Pinnacle Wealth Planning Services’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 		$15.9K Sell
2,068
-14,101
-87% -$118K ﹤0.01% 1876
2026
Q1 		$141K Buy
16,169
+66
+0.4% +$625 0.01% 620
2025
Q4 		$150K Buy
+16,103
New +$142K 0.02% 587
2021
Q1 		– Sell
-291
Closed -$6K – 1975
2020
Q4 		$6K Buy
+291
New +$6.31K ﹤0.01% 1616

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

Pinnacle Wealth Planning Services's WU Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Western Union (WU) stake by 87% in Q2 2026, selling an estimated $118K and leaving 2,068 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Pinnacle Wealth Planning Services first reported a position in WU in Q4 2020 and has held it in 4 quarters since. The position peaked at $150K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,068 shares of Western Union worth $15.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14,101 Western Union shares in Q2 2026, an estimated $118K.
  • Western Union made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1876 holding.
  • Pinnacle Wealth Planning Services first reported a position in Western Union in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Western Union position peaked at $150K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.