Principle Wealth Partners’s Western Union WU Stock Holding History

Principle Wealth Partners’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	$103K	Hold	17,533	–	–	0.01%	405
2026 Q2	$135K	Hold	17,533	–	–	0.01%	397
2026 Q1	$153K	Hold	17,533	–	–	0.01%	376
2025 Q4	$163K	Hold	17,533	–	–	0.01%	368
2025 Q3	$140K	Hold	17,533	–	–	0.01%	356
2025 Q2	$148K	Sell	17,533 -1,924	-10%	-$18.3K	0.01%	355
2025 Q1	$206K	Buy	+19,457	New	+$206K	0.01%	330
2024 Q4	–	Sell	-14,222	Closed	-$170K	–	348
2024 Q3	$170K	Buy	+14,222	New	+$172K	0.01%	335
2024 Q2	–	Sell	-14,222	Closed	-$199K	–	347
2024 Q1	$199K	Buy	14,222 +702	+5%	+$9.04K	0.02%	339
2023 Q4	$161K	Hold	13,520	–	–	0.01%	332
2023 Q3	$178K	Sell	13,520 -2,110	-13%	-$25.9K	0.02%	315
2023 Q2	$183K	Hold	15,630	–	–	0.02%	319
2023 Q1	$174K	Hold	15,630	–	–	0.02%	311
2022 Q4	$215K	Buy	15,630 +200	+1%	+$2.76K	0.02%	295
2022 Q3	$208K	Hold	15,430	–	–	0.02%	282
2022 Q2	$254K	Hold	15,430	–	–	0.03%	271
2022 Q1	$289K	Hold	15,430	–	–	0.03%	263
2021 Q4	$275K	Buy	+15,430	New	+$285K	0.03%	271

Other funds holding WU

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Principle Wealth Partners's WU Position: Q3 2026 in Review

Principle Wealth Partners held its Western Union (WU) position steady in Q3 2026 at 17,533 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #405.

Principle Wealth Partners first reported a position in WU in Q4 2021 and has held it in 18 quarters since. The position peaked at $289K in Q1 2022. 230 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Principle Wealth Partners held 17,533 shares of Western Union worth $103K as of Q3 2026.
Principle Wealth Partners left its Western Union share count unchanged in Q3 2026.
Western Union made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #405 holding.
Principle Wealth Partners first reported a position in Western Union in Q4 2021 and has held it in 18 quarters since.
Principle Wealth Partners's Western Union position peaked at $289K in Q1 2022.
230 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.