Tompkins Financial’s Western Union WU Stock Holding History

Tompkins 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 Q2	–	Sell	-5,000	Closed	-$52.9K	–	580
2025 Q1	$52.9K	Hold	5,000	–	–	0.01%	322
2024 Q4	$53K	Hold	5,000	–	–	﹤0.01%	315
2024 Q3	$59.6K	Buy	+5,000	New	+$60.3K	0.01%	315
2015 Q4	–	Sell	-3,870	Closed	-$71K	–	541
2015 Q3	$71K	Hold	3,870	–	–	0.02%	219
2015 Q2	$79K	Hold	3,870	–	–	0.02%	219
2015 Q1	$80K	Buy	+3,870	New	+$72.1K	0.02%	232

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

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

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

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

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tompkins Financial's WU Position: Q2 2025 in Review

Tompkins Financial sold out of Western Union (WU) in Q2 2025, closing a stake of 5,000 shares — an estimated $52.9K sold.

Tompkins Financial first reported a position in WU in Q1 2015 and held it in 6 quarters. The position peaked at $80K in Q1 2015. 469 funds tracked by Wall St. Rank hold WU as of Q2 2025.

Tompkins Financial reported no remaining Western Union position as of Q2 2025 after selling out during the quarter.
Tompkins Financial sold 5,000 Western Union shares in Q2 2025, an estimated $52.9K.
Tompkins Financial first reported a position in Western Union in Q1 2015 and held it in 6 quarters.
Tompkins Financial's Western Union position peaked at $80K in Q1 2015.
469 funds tracked by Wall St. Rank held Western Union as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.