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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

WU holding history

Western Union CO in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WU overviewAll 13F holders of WUFull Q2 2026 holdings

Shares (Q2 2026)
13,342
Value
$102.7K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of WU by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,342$102.7K<0.1%−4,775−26.4%ReducedHolders
Q1 202618,117$158.2K<0.1%+7,939+78.0%AddedHolders
Q4 202510,178$94.8K<0.1%−3,787−27.1%ReducedHolders
Q3 202513,965$111.6K<0.1%−14,724−51.3%ReducedHolders
Q2 202528,689$241.6K<0.1%−20,197−41.3%ReducedHolders
Q1 202548,886$517.2K<0.1%+26,588+119.2%AddedHolders
Q4 202422,298$236.4K<0.1%+982+4.6%AddedHolders
Q3 202421,316$254.3K<0.1%−1,047−4.7%ReducedHolders
Q2 202422,363$273.3K<0.1%+5,190+30.2%AddedHolders
Q1 202417,173$240.1K<0.1%−51,498−75.0%ReducedHolders
Q4 202368,671$818.6K<0.1%+32,907+92.0%AddedHolders
Q3 202335,764$471.4K<0.1%+3,293+10.1%AddedHolders
Q2 202332,471$380.9K<0.1%+6,015+22.7%AddedHolders
Q1 202326,456$295.0K<0.1%+3,040+13.0%AddedHolders
Q4 202223,416$322.4K<0.1%−2,511−9.7%ReducedHolders
Q3 202225,927$350.0K<0.1%+2,079+8.7%AddedHolders
Q2 202223,848$393.0K<0.1%−1,850−7.2%ReducedHolders
Q1 202225,698$482.0K<0.1%−19,895−43.6%ReducedHolders
Q4 202145,593$813.0K<0.1%+1,548+3.5%AddedHolders
Q3 202144,045$891.0K<0.1%−635,889−93.5%ReducedHolders
Q2 2021679,934$15.6M0.1%+22,994+3.5%AddedHolders
Q1 2021656,940$16.2M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.