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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
Q2 		$174K Sell
22,537
-1,250
-5% -$10.5K 0.01% 630
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 $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

Regal Investment Advisors's WU Position: Q2 2026 in Review

Regal Investment Advisors reduced its Western Union (WU) stake by 5.3% in Q2 2026, selling an estimated $10.5K and leaving 22,537 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #630.

Regal Investment Advisors first reported a position in WU in Q4 2013 and has held it in 12 quarters since. The position peaked at $3.35M in Q4 2015. 481 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Regal Investment Advisors held 22,537 shares of Western Union worth $174K as of Q2 2026.
  • Regal Investment Advisors sold 1,250 Western Union shares in Q2 2026, an estimated $10.5K.
  • Western Union made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #630 holding.
  • Regal Investment Advisors first reported a position in Western Union in Q4 2013 and has held it in 12 quarters since.
  • Regal Investment Advisors's Western Union position peaked at $3.35M in Q4 2015.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.