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PlanVest Financial’s Western Union WU Stock Holding History

PlanVest Financial’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 		$4.62K Hold
600
– – ﹤0.01% 467
2026
Q1 		$5.24K Buy
+600
New +$5.68K ﹤0.01% 424

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

PlanVest Financial's WU Position: Q2 2026 in Review

PlanVest Financial held its Western Union (WU) position steady in Q2 2026 at 600 shares worth $4.62K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

PlanVest Financial first reported a position in WU in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.24K in Q1 2026. 470 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • PlanVest Financial held 600 shares of Western Union worth $4.62K as of Q2 2026.
  • PlanVest Financial left its Western Union share count unchanged in Q2 2026.
  • Western Union made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #467 holding.
  • PlanVest Financial first reported a position in Western Union in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's Western Union position peaked at $5.24K in Q1 2026.
  • 470 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.