RAFFA WEALTH MANAGEMENT, LLC’s Western Union WU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$8	Sell	1 -3	-75%	-$25	﹤0.01%	1589
2026 Q1	$35	Buy	+4	New	+$38	﹤0.01%	1447
2019 Q1	–	Sell	-49	Closed	-$836	–	747
2018 Q4	$836	Hold	49	–	–	﹤0.01%	611
2018 Q3	$934	Hold	49	–	–	﹤0.01%	648
2018 Q2	$996	Hold	49	–	–	﹤0.01%	583
2018 Q1	$942	Buy	+49	New	+$984	﹤0.01%	595
2017 Q1	–	Sell	-28	Closed	-$608	–	859
2016 Q4	$608	Hold	28	–	–	﹤0.01%	662
2016 Q3	$583	Hold	28	–	–	﹤0.01%	650
2016 Q2	$537	Hold	28	–	–	﹤0.01%	657
2016 Q1	$540	Hold	28	–	–	﹤0.01%	657
2015 Q4	$501	Hold	28	–	–	﹤0.01%	693
2015 Q3	$514	Hold	28	–	–	﹤0.01%	659
2015 Q2	$569	Hold	28	–	–	﹤0.01%	639
2015 Q1	$583	Hold	28	–	–	﹤0.01%	628
2014 Q4	$501	Hold	28	–	–	﹤0.01%	685
2014 Q3	$449	Buy	+28	New	+$482	﹤0.01%	703
2014 Q1	–	Sell	-28	Closed	-$501	–	737
2013 Q4	$501	Buy	+28	New	+$491	﹤0.01%	685

Other funds holding WU

FAMI

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Continental Advisors Park City, Utah $237M AUM 21.65% 1-Year Est. Return

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

CCM

Collar Capital Management Appleton, Wisconsin $170M AUM 76.01% 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

RAFFA WEALTH MANAGEMENT, LLC's WU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Western Union (WU) stake by 75% in Q2 2026, selling an estimated $25 and leaving 1 share worth $8. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WU in Q4 2013 and has held it in 17 quarters since. The position peaked at $996 in Q2 2018. 121 funds tracked by Wall St. Rank hold WU as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 1 share of Western Union worth $8 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 3 Western Union shares in Q2 2026, an estimated $25.
Western Union made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1589 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Western Union in Q4 2013 and has held it in 17 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Western Union position peaked at $996 in Q2 2018.
121 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.