TD Private Client Wealth’s Western Union WU Stock Holding History

TD Private Client Wealth’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	$8.84K	Buy	1,013 +113	+13%	+$1.07K	﹤0.01%	1117
2025 Q4	$8.38K	Buy	+900	New	+$7.95K	﹤0.01%	1109
2023 Q3	–	Sell	-73	Closed	-$856	–	1279
2023 Q2	$856	Buy	+73	New	+$841	﹤0.01%	1220
2022 Q2	–	Sell	-335	Closed	-$6.28K	–	1300
2022 Q1	$6.28K	Sell	335 -1,647	-83%	-$30.5K	﹤0.01%	1085
2021 Q4	$35.4K	Buy	1,982 +476	+32%	+$8.78K	﹤0.01%	790
2021 Q3	$30.5K	Sell	1,506 -73	-5%	-$1.61K	﹤0.01%	805
2021 Q2	$36.3K	Sell	1,579 -12	-0.8%	-$299	﹤0.01%	781
2021 Q1	$39.2K	Sell	1,591 -492	-24%	-$11.6K	﹤0.01%	748
2020 Q4	$45.7K	Sell	2,083 -486	-19%	-$10.5K	﹤0.01%	673
2020 Q3	$55.1K	Sell	2,569 -530	-17%	-$12K	﹤0.01%	598
2020 Q2	$67K	Sell	3,099 -831	-21%	-$16.9K	﹤0.01%	569
2020 Q1	$71.3K	Buy	3,930 +182	+5%	+$4.46K	0.01%	537
2019 Q4	$100K	Buy	+3,748	New	+$97.2K	0.01%	520

Other funds holding WU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

LSV Asset Management

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