Summit Trail Advisors’s Western Union WU Stock Holding History

Summit Trail 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 Q2	$1.34M	Buy	173,502 +17,097	+11%	+$143K	0.02%	858
2026 Q1	$1.37M	Buy	156,405 +13,412	+9%	+$127K	0.02%	776
2025 Q4	$1.33M	Sell	142,993 -2,583	-2%	-$22.8K	0.02%	656
2025 Q3	$1.16M	Buy	145,576 +98,773	+211%	+$826K	0.02%	743
2025 Q2	$394K	Buy	+46,803	New	+$445K	0.01%	815
2024 Q4	–	Sell	-14,322	Closed	-$171K	–	791
2024 Q3	$171K	Buy	+14,322	New	+$173K	﹤0.01%	681
2023 Q4	–	Sell	-12,718	Closed	-$168K	–	595
2023 Q3	$168K	Buy	+12,718	New	+$156K	0.01%	507
2018 Q1	–	Sell	-1,141	Closed	-$23K	–	1680
2017 Q4	$23K	Buy	+1,141	New	+$22.4K	﹤0.01%	1011

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Summit Trail Advisors's WU Position: Q2 2026 in Review

Summit Trail Advisors increased its Western Union (WU) stake by 11% in Q2 2026, buying an estimated $143K and bringing the position to 173,502 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #858.

Summit Trail Advisors first reported a position in WU in Q4 2017 and has held it in 8 quarters since. The position peaked at $1.37M in Q1 2026. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Summit Trail Advisors held 173,502 shares of Western Union worth $1.34M as of Q2 2026.
Summit Trail Advisors bought 17,097 Western Union shares in Q2 2026, an estimated $143K.
Western Union made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #858 holding.
Summit Trail Advisors first reported a position in Western Union in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's Western Union position peaked at $1.37M in Q1 2026.
483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.