TPBG
WU icon

Turning Point Benefit Group’s Western Union WU Stock Holding History

Turning Point Benefit Group’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 		– Sell
-28
Closed -$260 – 804
2025
Q4 		$260 Sell
28
-74
-73% -$654 ﹤0.01% 734
2025
Q3 		$824 Buy
+102
New +$853 ﹤0.01% 419

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Turning Point Benefit Group's WU Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Western Union (WU) in Q1 2026, closing a stake of 28 shares — an estimated $260 sold.

Turning Point Benefit Group first reported a position in WU in Q3 2025 and held it in 2 quarters. The position peaked at $824 in Q3 2025. 511 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 28 Western Union shares in Q1 2026, an estimated $260.
  • Turning Point Benefit Group first reported a position in Western Union in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Western Union position peaked at $824 in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.