Root Financial Partners
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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
Q3 		$5.34K Buy
+905
New +$6.6K ﹤0.01% 2202
2026
Q2 		– Sell
-1,422
Closed -$12.4K – 3207
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Brickwood Asset Management
Brickwood Asset Management London, United Kingdom $111M AUM 12.93% 1-Year Est. Return

Root Financial Partners's WU Position: Q3 2026 in Review

Root Financial Partners opened a new position in Western Union (WU) in Q3 2026: 905 shares worth $5.34K. The stake represents ﹤0.01% of the portfolio and ranks #2202 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WU as recently as Q1 2026.

Root Financial Partners first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.4K in Q1 2026. 384 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Root Financial Partners held 905 shares of Western Union worth $5.34K as of Q3 2026.
  • Western Union was a new Root Financial Partners position in Q3 2026.
  • Western Union made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2202 holding.
  • Root Financial Partners first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Western Union position peaked at $12.4K in Q1 2026.
  • 384 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.