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Regal Investment Advisors’s Western Union WU Stock Holding History

Regal Investment Advisors’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
Q1 		$208K Buy
+23,787
New +$225K 0.01% 627
2024
Q2 		– Sell
-10,260
Closed -$143K – 610
2024
Q1 		$143K Buy
+10,260
New +$132K 0.01% 559
2016
Q1 		– Sell
-187,020
Closed -$3.35M – 286
2015
Q4 		$3.35M Buy
187,020
+13,385
+8% +$253K 0.87% 38
2015
Q3 		$3.19M Buy
173,635
+9,836
+6% +$187K 0.83% 28
2015
Q2 		$3.33M Buy
163,799
+6,122
+4% +$130K 0.9% 24
2015
Q1 		$3.28M Buy
157,677
+8,398
+6% +$156K 0.81% 26
2014
Q4 		$2.67M Buy
149,279
+8,878
+6% +$154K 0.72% 40
2014
Q3 		$2.25M Buy
140,401
+6,623
+5% +$114K 0.68% 50
2014
Q2 		$2.32M Buy
133,778
+132,778
+13,278% +$2.14M 0.83% 36
2014
Q1 		$16K Hold
1,000
– – 0.01% 562
2013
Q4 		$17K Buy
+1,000
New +$17.5K 0.01% 498

Other funds holding WU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return