James T. Borello RIA
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James T. Borello RIA’s Western Union WU Stock Holding History

James T. Borello RIA’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
-376
Closed -$3.28K – 1299
2026
Q1 		$3.28K Hold
376
– – ﹤0.01% 855
2025
Q4 		$3.5K Hold
376
– – ﹤0.01% 663
2025
Q3 		$3K Buy
+376
New +$3.14K ﹤0.01% 646

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

James T. Borello RIA's WU Position: Q2 2026 in Review

James T. Borello RIA sold out of Western Union (WU) in Q2 2026, closing a stake of 376 shares — an estimated $3.28K sold.

James T. Borello RIA first reported a position in WU in Q3 2025 and held it in 3 quarters. The position peaked at $3.5K in Q4 2025. 483 funds tracked by Wall St. Rank hold WU as of Q2 2026.

  • James T. Borello RIA reported no remaining Western Union position as of Q2 2026 after selling out during the quarter.
  • James T. Borello RIA sold 376 Western Union shares in Q2 2026, an estimated $3.28K.
  • James T. Borello RIA first reported a position in Western Union in Q3 2025 and held it in 3 quarters.
  • James T. Borello RIA's Western Union position peaked at $3.5K in Q4 2025.
  • 483 funds tracked by Wall St. Rank held Western Union as of Q2 2026.

Based on James T. Borello RIA's 13F filing for Q2 2026, filed 16 Oct 2026.