STA
WU icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Summit Trail Advisors's WU Position: Q1 2026 in Review

Summit Trail Advisors increased its Western Union (WU) stake by 9.4% in Q1 2026, buying an estimated $127K and bringing the position to 156,405 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #776.

Summit Trail Advisors first reported a position in WU in Q4 2017 and has held it in 7 quarters since. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Summit Trail Advisors held 156,405 shares of Western Union worth $1.37M as of Q1 2026.
  • Summit Trail Advisors bought 13,412 Western Union shares in Q1 2026, an estimated $127K.
  • Western Union made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #776 holding.
  • Summit Trail Advisors first reported a position in Western Union in Q4 2017 and has held it in 7 quarters since.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.