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Summit Securities Group’s Western Union WU Stock Holding History

Summit Securities Group’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
2025
Q4 		– Sell
-4,100
Closed -$32.8K – 1280
2025
Q3 		$32.8K Sell
4,100
-11,916
-74% -$99.6K 0.01% 661
2025
Q2 		$135K Buy
+16,016
New +$152K 0.03% 320
2024
Q1 		– Sell
-700
Closed -$8K – 949
2023
Q4 		$8K Buy
+700
New +$8.54K ﹤0.01% 536
2015
Q3 		– Sell
-900
Closed -$18K – 533
2015
Q2 		$18K Buy
+900
New +$19.2K 0.01% 323
2015
Q1 		– Sell
-1,160
Closed -$21K – 664
2014
Q4 		$21K Sell
1,160
-8,440
-88% -$146K 0.01% 395
2014
Q3 		$154K Sell
9,600
-19,600
-67% -$337K 0.04% 245
2014
Q2 		$506K Sell
29,200
-900
-3% -$14.5K 0.17% 92
2014
Q1 		$492K Buy
30,100
+27,700
+1,154% +$451K 0.29% 52
2013
Q4 		$41K Sell
2,400
-4,400
-65% -$77.1K 0.01% 286
2013
Q3 		$127K Buy
6,800
+2,700
+66% +$48.5K 0.04% 145
2013
Q2 		$70K Buy
+4,100
New +$65K 0.03% 160

Other funds holding WU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Summit Securities Group's WU Position: Q4 2025 in Review

Summit Securities Group sold out of Western Union (WU) in Q4 2025, closing a stake of 4,100 shares — an estimated $32.8K sold.

Summit Securities Group first reported a position in WU in Q2 2013 and held it in 11 quarters. The position peaked at $506K in Q2 2014. 481 funds tracked by Wall St. Rank hold WU as of Q4 2025.

  • Summit Securities Group reported no remaining Western Union position as of Q4 2025 after selling out during the quarter.
  • Summit Securities Group sold 4,100 Western Union shares in Q4 2025, an estimated $32.8K.
  • Summit Securities Group first reported a position in Western Union in Q2 2013 and held it in 11 quarters.
  • Summit Securities Group's Western Union position peaked at $506K in Q2 2014.
  • 481 funds tracked by Wall St. Rank held Western Union as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.