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TFC Financial Management’s Western Union WU Stock Holding History

TFC Financial Management’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 		– Sell
-100
Closed -$873 – 1087
2026
Q1 		$873 Buy
+100
New +$947 ﹤0.01% 626
2024
Q3 		– Sell
-1
Closed -$13 – 1108
2024
Q2 		$13 Buy
+1
New +$13 ﹤0.01% 962
2022
Q1 		– Sell
-42
Closed -$1K – 591
2021
Q4 		$1K Hold
42
– – ﹤0.01% 572
2021
Q3 		$1K Hold
42
– – ﹤0.01% 560
2021
Q2 		$1K Hold
42
– – ﹤0.01% 563
2021
Q1 		$1K Hold
42
– – ﹤0.01% 556
2020
Q4 		$1K Hold
42
– – ﹤0.01% 543
2020
Q3 		$1K Buy
+42
New +$954 ﹤0.01% 516

Other funds holding WU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

TFC Financial Management's WU Position: Q2 2026 in Review

TFC Financial Management sold out of Western Union (WU) in Q2 2026, closing a stake of 100 shares — an estimated $873 sold.

TFC Financial Management first reported a position in WU in Q3 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • TFC Financial Management reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • TFC Financial Management sold 100 Western Union shares in Q2 2026, an estimated $873.
  • TFC Financial Management first reported a position in Western Union in Q3 2020 and held it in 8 quarters.
  • TFC Financial Management's Western Union position peaked at $1K in Q4 2021.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.