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Samalin Investment Counsel’s Western Union WU Stock Holding History

Samalin Investment Counsel’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 		$234K Buy
30,395
+9,791
+48% +$82.1K 0.07% 291
2026
Q1 		$180K Sell
20,604
-5,154
-20% -$48.8K 0.06% 297
2025
Q4 		$240K Sell
25,758
-249
-1% -$2.2K 0.09% 266
2025
Q3 		$208K Buy
+26,007
New +$217K 0.07% 297

Other funds holding WU

FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Samalin Investment Counsel's WU Position: Q2 2026 in Review

Samalin Investment Counsel increased its Western Union (WU) stake by 48% in Q2 2026, buying an estimated $82.1K and bringing the position to 30,395 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #291.

Samalin Investment Counsel first reported a position in WU in Q3 2025 and has held it in 4 quarters since. The position peaked at $240K in Q4 2025. 193 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • Samalin Investment Counsel held 30,395 shares of Western Union worth $234K as of Q2 2026.
  • Samalin Investment Counsel bought 9,791 Western Union shares in Q2 2026, an estimated $82.1K.
  • Western Union made up 0.07% of Samalin Investment Counsel's portfolio in Q2 2026, its #291 holding.
  • Samalin Investment Counsel first reported a position in Western Union in Q3 2025 and has held it in 4 quarters since.
  • Samalin Investment Counsel's Western Union position peaked at $240K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.