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

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Toth Financial Advisory's WU Position: Q2 2026 in Review

Toth Financial Advisory held its Western Union (WU) position steady in Q2 2026 at 800 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Toth Financial Advisory first reported a position in WU in Q4 2017 and has held it in 35 quarters since. The position peaked at $24K in Q4 2019. 97 funds tracked by Wall St. Rank hold WU as of Q2 2026.

Toth Financial Advisory held 800 shares of Western Union worth $6.16K as of Q2 2026.
Toth Financial Advisory left its Western Union share count unchanged in Q2 2026.
Western Union made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #633 holding.
Toth Financial Advisory first reported a position in Western Union in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Western Union position peaked at $24K in Q4 2019.
97 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.