Prospera Financial Services’s Western Union WU Stock Holding History

Prospera Financial 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	$91.9K	Buy	+14,913	New	+$109K	﹤0.01%	1479
2022 Q2	–	Sell	-692	Closed	-$13K	–	2632
2022 Q1	$13K	Sell	692 -65,000	-99%	-$1.2M	﹤0.01%	1934
2021 Q4	$1.17M	Buy	65,692 +600	+0.9%	+$11.1K	0.05%	371
2021 Q3	$1.32M	Sell	65,092 -1,705	-3%	-$37.7K	0.07%	322
2021 Q2	$1.53M	Sell	66,797 -35,215	-35%	-$877K	0.08%	292
2021 Q1	$2.52M	Buy	102,012 +682	+0.7%	+$16.1K	0.15%	172
2020 Q4	$2.22M	Sell	101,330 -3,652	-3%	-$79.2K	0.15%	166
2020 Q3	$2.25M	Buy	104,982 +3,142	+3%	+$71.3K	0.86%	20
2020 Q2	$2.2M	Buy	101,840 +3,398	+3%	+$69K	0.2%	133
2020 Q1	$1.78M	Buy	+98,442	New	+$2.41M	0.19%	129
2014 Q1	–	Sell	-16,491	Closed	-$284K	–	301
2013 Q4	$284K	Buy	+16,491	New	+$289K	0.1%	172

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

Prospera Financial Services's WU Position: Q3 2026 in Review

Prospera Financial Services opened a new position in Western Union (WU) in Q3 2026: 14,913 shares worth $91.9K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in WU as recently as Q1 2022.

Prospera Financial Services first reported a position in WU in Q4 2013 and has held it in 11 quarters since. The position peaked at $2.52M in Q1 2021. 231 funds tracked by Wall St. Rank hold WU as of Q3 2026.

Prospera Financial Services held 14,913 shares of Western Union worth $91.9K as of Q3 2026.
Western Union was a new Prospera Financial Services position in Q3 2026.
Western Union made up ﹤0.01% of Prospera Financial Services's portfolio in Q3 2026, its #1479 holding.
Prospera Financial Services first reported a position in Western Union in Q4 2013 and has held it in 11 quarters since.
Prospera Financial Services's Western Union position peaked at $2.52M in Q1 2021.
231 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.