Tandem Financial’s Western Union WU Stock Holding History

Tandem Financial’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 Q1	–	Sell	-1,600	Closed	-$17K	–	79
2024 Q4	$17K	Buy	+1,600	New	+$17.7K	0.02%	78

Other funds holding WU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tandem Financial's WU Position: Q1 2025 in Review

Tandem Financial sold out of Western Union (WU) in Q1 2025, closing a stake of 1,600 shares — an estimated $17K sold.

Tandem Financial first reported a position in WU in Q4 2024 and held it in 1 quarter. The position peaked at $17K in Q4 2024. 465 funds tracked by Wall St. Rank hold WU as of Q1 2025.

Tandem Financial reported no remaining Western Union position as of Q1 2025 after selling out during the quarter.
Tandem Financial sold 1,600 Western Union shares in Q1 2025, an estimated $17K.
Tandem Financial first reported a position in Western Union in Q4 2024 and held it in 1 quarter.
Tandem Financial's Western Union position peaked at $17K in Q4 2024.
465 funds tracked by Wall St. Rank held Western Union as of Q1 2025.

Based on Tandem Financial's 13F filing for Q1 2025, filed 8 May 2025.