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Root Financial Partners’s Western Union WU Stock Holding History

Root Financial Partners’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 		$12.4K Buy
1,422
+402
+39% +$3.81K ﹤0.01% 1574
2025
Q4 		$9.5K Buy
1,020
+566
+125% +$5K ﹤0.01% 1514
2025
Q3 		$3.63K Buy
+454
New +$3.8K ﹤0.01% 1833

Other funds holding WU

BlackRock
BlackRock New York $5.72T 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 $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Root Financial Partners's WU Position: Q1 2026 in Review

Root Financial Partners increased its Western Union (WU) stake by 39% in Q1 2026, buying an estimated $3.81K and bringing the position to 1,422 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1574.

Root Financial Partners first reported a position in WU in Q3 2025 and has held it in 3 quarters since. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Root Financial Partners held 1,422 shares of Western Union worth $12.4K as of Q1 2026.
  • Root Financial Partners bought 402 Western Union shares in Q1 2026, an estimated $3.81K.
  • Western Union made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1574 holding.
  • Root Financial Partners first reported a position in Western Union in Q3 2025 and has held it in 3 quarters since.
  • 508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.