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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
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

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State Street
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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

Root Financial Partners's WU Position: Q2 2026 in Review

Root Financial Partners sold out of Western Union (WU) in Q2 2026, closing a stake of 1,422 shares — an estimated $12.4K sold.

Root Financial Partners first reported a position in WU in Q3 2025 and held it in 3 quarters. The position peaked at $12.4K in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Root Financial Partners reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,422 Western Union shares in Q2 2026, an estimated $12.4K.
  • Root Financial Partners first reported a position in Western Union in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Western Union position peaked at $12.4K in Q1 2026.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.