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Resonant Capital Advisors’s Western Union WU Stock Holding History

Resonant Capital 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 		– Sell
-15,195
Closed -$133K – 576
2026
Q1 		$133K Buy
+15,195
New +$144K 0.01% 484

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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Resonant Capital Advisors's WU Position: Q2 2026 in Review

Resonant Capital Advisors sold out of Western Union (WU) in Q2 2026, closing a stake of 15,195 shares — an estimated $133K sold.

Resonant Capital Advisors first reported a position in WU in Q1 2026 and held it in 1 quarter. The position peaked at $133K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Resonant Capital Advisors reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 15,195 Western Union shares in Q2 2026, an estimated $133K.
  • Resonant Capital Advisors first reported a position in Western Union in Q1 2026 and held it in 1 quarter.
  • Resonant Capital Advisors's Western Union position peaked at $133K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.