Private Advisor Group’s Western Union WU Stock Holding History

Private Advisor Group’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	$91.3K	Buy	+11,859	New	+$99.5K	﹤0.01%	2442
2025 Q4	–	Sell	-28,798	Closed	-$230K	–	2771
2025 Q3	$230K	Buy	28,798 +2,591	+10%	+$21.7K	﹤0.01%	2248
2025 Q2	$221K	Buy	+26,207	New	+$249K	﹤0.01%	2167
2024 Q2	–	Sell	-38,083	Closed	-$532K	–	2480
2024 Q1	$532K	Buy	38,083 +4,379	+13%	+$56.4K	﹤0.01%	1478
2023 Q4	$402K	Buy	+33,704	New	+$411K	﹤0.01%	1597
2021 Q2	–	Sell	-12,162	Closed	-$300K	–	2048
2021 Q1	$300K	Buy	12,162 +520	+4%	+$12.2K	﹤0.01%	1544
2020 Q4	$255K	Buy	+11,642	New	+$253K	﹤0.01%	1530
2020 Q3	–	Sell	-6,106	Closed	-$132K	–	3435
2020 Q2	$132K	Buy	+6,106	New	+$124K	﹤0.01%	1557
2018 Q4	–	Sell	-14,207	Closed	-$271K	–	1594
2018 Q3	$271K	Buy	+14,207	New	+$276K	0.01%	1281
2018 Q2	–	Sell	-12,207	Closed	-$235K	–	1458
2018 Q1	$235K	Buy	+12,207	New	+$245K	0.01%	986
2016 Q3	–	Sell	-13,568	Closed	-$260K	–	1193
2016 Q2	$260K	Buy	+13,568	New	+$263K	0.01%	878
2015 Q2	–	Sell	-23,594	Closed	-$491K	–	1106
2015 Q1	$491K	Buy	23,594 +1,805	+8%	+$33.6K	0.03%	562
2014 Q4	$390K	Sell	21,789 -1,424	-6%	-$24.7K	0.03%	621
2014 Q3	$372K	Buy	23,213 +1,671	+8%	+$28.8K	0.03%	618
2014 Q2	$374K	Buy	21,542 +1,482	+7%	+$23.9K	0.03%	588
2014 Q1	$328K	Sell	20,060 -71,328	-78%	-$1.16M	0.03%	538
2013 Q4	$1.58M	Buy	+91,388	New	+$1.6M	0.18%	137

Other funds holding WU

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 1-Year Est. Return

Private Advisor Group's WU Position: Q2 2026 in Review

Private Advisor Group opened a new position in Western Union (WU) in Q2 2026: 11,859 shares worth $91.3K. The stake represents ﹤0.01% of the portfolio and ranks #2442 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in WU as recently as Q3 2025.

Private Advisor Group first reported a position in WU in Q4 2013 and has held it in 17 quarters since. The position peaked at $1.58M in Q4 2013. 144 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Private Advisor Group held 11,859 shares of Western Union worth $91.3K as of Q2 2026.
Western Union was a new Private Advisor Group position in Q2 2026.
Western Union made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2442 holding.
Private Advisor Group first reported a position in Western Union in Q4 2013 and has held it in 17 quarters since.
Private Advisor Group's Western Union position peaked at $1.58M in Q4 2013.
144 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.