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 Q3	$55.9K	Buy	9,480 +7,412	+358%	+$54K	0.01%	1191
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

Fideuram Asset Management (Ireland) Dublin 1 $4.57B AUM 30.36% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Collar Capital Management Appleton, Wisconsin $167M AUM 63.64% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Pinnacle Wealth Planning Services's WU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Western Union (WU) stake by 358% in Q3 2026, buying an estimated $54K and bringing the position to 9,480 shares worth $55.9K. The position accounts for 0.01% of the portfolio, ranked #1191.

Pinnacle Wealth Planning Services first reported a position in WU in Q4 2020 and has held it in 5 quarters since. The position peaked at $150K in Q4 2025. 144 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Pinnacle Wealth Planning Services held 9,480 shares of Western Union worth $55.9K as of Q3 2026.
Pinnacle Wealth Planning Services bought 7,412 Western Union shares in Q3 2026, an estimated $54K.
Western Union made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1191 holding.
Pinnacle Wealth Planning Services first reported a position in Western Union in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Western Union position peaked at $150K in Q4 2025.
144 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.