West Branch Capital’s Western Union WU Stock Holding History

West Branch Capital’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	–	Sell	-276	Closed	-$2.41K	–	390
2026 Q1	$2.41K	Hold	276	–	–	﹤0.01%	306
2025 Q4	$2.57K	Hold	276	–	–	﹤0.01%	338
2025 Q3	$2.21K	Hold	276	–	–	﹤0.01%	360
2025 Q2	$2.32K	Hold	276	–	–	﹤0.01%	372
2025 Q1	$2.92K	Hold	276	–	–	﹤0.01%	382
2024 Q4	$2.93K	Hold	276	–	–	﹤0.01%	360
2024 Q3	$3.29K	Hold	276	–	–	﹤0.01%	360
2024 Q2	$3.37K	Hold	276	–	–	﹤0.01%	357
2024 Q1	$3.86K	Hold	276	–	–	﹤0.01%	348
2023 Q4	$3.29K	Hold	276	–	–	﹤0.01%	368
2023 Q3	$3.64K	Hold	276	–	–	﹤0.01%	364
2023 Q2	$3.24K	Hold	276	–	–	﹤0.01%	377
2023 Q1	$3.08K	Hold	276	–	–	﹤0.01%	383
2022 Q4	$3.8K	Hold	276	–	–	﹤0.01%	367
2022 Q3	$4K	Hold	276	–	–	﹤0.01%	377
2022 Q2	$5K	Hold	276	–	–	﹤0.01%	343
2022 Q1	$5K	Hold	276	–	–	﹤0.01%	364
2021 Q4	$5K	Buy	+276	New	+$5.09K	﹤0.01%	392

Other funds holding WU

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

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

West Branch Capital's WU Position: Q2 2026 in Review

West Branch Capital sold out of Western Union (WU) in Q2 2026, closing a stake of 276 shares — an estimated $2.41K sold.

West Branch Capital first reported a position in WU in Q4 2021 and held it in 18 quarters. The position peaked at $5K in Q2 2022. 76 funds tracked by Wall St. Rank hold WU as of Q2 2026.

West Branch Capital reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
West Branch Capital sold 276 Western Union shares in Q2 2026, an estimated $2.41K.
West Branch Capital first reported a position in Western Union in Q4 2021 and held it in 18 quarters.
West Branch Capital's Western Union position peaked at $5K in Q2 2022.
76 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.