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Toth Financial Advisory’s Western Union WU Stock Holding History

Toth Financial Advisory’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
2018
Q1 		– Sell
-50,000
Closed -$951K – 468
2017
Q4 		$951K Buy
+50,000
New +$981K 0.23% 94

Other funds holding WU

VFA
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WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Toth Financial Advisory's WU Position: Q3 2026 in Review

Toth Financial Advisory held its Western Union (WU) position steady in Q3 2026 at 800 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Toth Financial Advisory first reported a position in WU in Q4 2017 and has held it in 36 quarters since. The position peaked at $24K in Q4 2019. 14 funds tracked by Wall St. Rank hold WU as of Q3 2026.

  • Toth Financial Advisory held 800 shares of Western Union worth $4.72K as of Q3 2026.
  • Toth Financial Advisory left its Western Union share count unchanged in Q3 2026.
  • Western Union made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #680 holding.
  • Toth Financial Advisory first reported a position in Western Union in Q4 2017 and has held it in 36 quarters since.
  • Toth Financial Advisory's Western Union position peaked at $24K in Q4 2019.
  • 14 funds tracked by Wall St. Rank held Western Union as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.