PS
WU icon

Principal Securities’s Western Union WU Stock Holding History

Principal Securities’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 		$103K Sell
13,359
-1,299
-9% -$10.9K ﹤0.01% 1534
2026
Q1 		$128K Sell
14,658
-344
-2% -$3.26K ﹤0.01% 1403
2025
Q4 		$140K Buy
15,002
+3,085
+26% +$27.2K ﹤0.01% 1335
2025
Q3 		$95.2K Buy
11,917
+11,774
+8,234% +$98.4K ﹤0.01% 1617
2025
Q2 		$1.21K Sell
143
-6,328
-98% -$60.1K ﹤0.01% 3291
2025
Q1 		$68.6K Hold
6,471
– – ﹤0.01% 1611
2024
Q4 		$68.6K Sell
6,471
-384
-6% -$4.25K ﹤0.01% 1609
2024
Q3 		$81.8K Buy
6,855
+484
+8% +$5.84K ﹤0.01% 1485
2024
Q2 		$77.8K Buy
6,371
+119
+2% +$1.55K ﹤0.01% 1424
2024
Q1 		$87.4K Sell
6,252
-45
-0.7% -$580 ﹤0.01% 1331
2023
Q4 		$75.1K Buy
+6,297
New +$76.8K ﹤0.01% 1304

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

Principal Securities's WU Position: Q2 2026 in Review

Principal Securities reduced its Western Union (WU) stake by 8.9% in Q2 2026, selling an estimated $10.9K and leaving 13,359 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1534.

Principal Securities first reported a position in WU in Q4 2023 and has held it in 11 quarters since. The position peaked at $140K in Q4 2025. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Principal Securities held 13,359 shares of Western Union worth $103K as of Q2 2026.
  • Principal Securities sold 1,299 Western Union shares in Q2 2026, an estimated $10.9K.
  • Western Union made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1534 holding.
  • Principal Securities first reported a position in Western Union in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Western Union position peaked at $140K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.