Sequoia Financial Advisors’s Western Union WU Stock Holding History

Sequoia Financial 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 Q1	–	Sell	-13,027	Closed	-$121K	–	2079
2025 Q4	$121K	Buy	+13,027	New	+$115K	﹤0.01%	1861
2022 Q2	–	Sell	-10,447	Closed	-$196K	–	691
2022 Q1	$196K	Sell	10,447 -9,964	-49%	-$184K	﹤0.01%	622
2021 Q4	$364K	Buy	+20,411	New	+$376K	0.01%	396
2021 Q3	–	Sell	-143,025	Closed	-$3.29M	–	466
2021 Q2	$3.29M	Buy	143,025 +35,663	+33%	+$888K	0.12%	112
2021 Q1	$2.65M	Buy	107,362 +7,480	+7%	+$176K	0.11%	112
2020 Q4	$2.19M	Buy	99,882 +60,024	+151%	+$1.3M	0.1%	117
2020 Q3	$854K	Buy	39,858 +5,235	+15%	+$119K	0.05%	181
2020 Q2	$749K	Buy	+34,623	New	+$703K	0.04%	180
2019 Q4	–	Sell	-14,051	Closed	-$326K	–	397
2019 Q3	$326K	Buy	+14,051	New	+$303K	0.02%	266
2017 Q1	–	Sell	-11,876	Closed	-$258K	–	302
2016 Q4	$258K	Sell	11,876 -2,975	-20%	-$61.7K	0.04%	223
2016 Q3	$309K	Sell	14,851 -1,517	-9%	-$31.2K	0.06%	170
2016 Q2	$314K	Buy	+16,368	New	+$318K	0.09%	165

Other funds holding WU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sequoia Financial Advisors's WU Position: Q1 2026 in Review

Sequoia Financial Advisors sold out of Western Union (WU) in Q1 2026, closing a stake of 13,027 shares — an estimated $121K sold.

Sequoia Financial Advisors first reported a position in WU in Q2 2016 and held it in 12 quarters. The position peaked at $3.29M in Q2 2021. 512 funds tracked by Wall St. Rank hold WU as of Q1 2026.

Sequoia Financial Advisors reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
Sequoia Financial Advisors sold 13,027 Western Union shares in Q1 2026, an estimated $121K.
Sequoia Financial Advisors first reported a position in Western Union in Q2 2016 and held it in 12 quarters.
Sequoia Financial Advisors's Western Union position peaked at $3.29M in Q2 2021.
512 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.