The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership238,474 shares
Latest Disclosed Value $ 2,081,858
Advisor Group Holdings, Inc. reports 7.83% increase in ownership of WU / The Western Union Company

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 238,474 shares of The Western Union Company (MX:WU) valued at $2,081,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 221,157 shares of The Western Union Company. This represents a change in shares of 7.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F WESTERN UN COM 959802109 238,474 17,317 7.83 2,082 1.12 0.0018
2026-02-17 2025-12-31 13F WESTERN UN COM 959802109 221,157 -55,627 -20.10 2,059 -13.20 0.0030
2025-11-14 2025-09-30 13F WESTERN UN COM 959802109 276,784 86,273 45.29 2,372 47.82 0.0033
2025-09-04 2025-06-30 13F/A-1 WESTERN UN COM 959802109 190,511 94,736 98.92 1,604 58.34 0.0029
2025-08-13 2025-06-30 13F WESTERN UN COM 959802109 61,789 -33,986 635 0.0007
2025-05-12 2025-03-31 13F WESTERN UN COM 959802109 95,775 33,171 52.99 1,013 52.79 0.0023
2025-06-06 2024-12-31 13F/A-1 WESTERN UN COM 959802109 62,604 -24,164 -27.85 664 -35.94 0.0015
2025-02-07 2024-12-31 13F WESTERN UN COM 959802109 83,716 -3,052 985 0.0025
2024-11-13 2024-09-30 13F WESTERN UN COM 959802109 86,768 23,531 37.21 1,035 34.07 0.0023
2024-08-13 2024-06-30 13F WESTERN UN COM 959802109 63,237 -95,102 -60.06 773 -65.12 0.0018
2024-05-10 2024-03-31 13F WESTERN UN COM 959802109 158,339 -54,698 -25.68 2,213 -12.84 0.0049
2024-02-12 2023-12-31 13F WESTERN UN COM 959802109 213,037 25,739 13.74 2,540 2.88 0.0044
2023-11-13 2023-09-30 13F WESTERN UN COM 959802109 187,298 70,164 59.90 2,469 79.75 0.0036
2023-08-21 2023-06-30 13F/A-1 WESTERN UN COM 959802109 117,134 -21,525 -15.52 1,374 -11.13 0.0025
2023-08-10 2023-06-30 13F WESTERN UN COM 959802109 119,999 -18,660 1,371 0.0004
2023-05-12 2023-03-31 13F WESTERN UN COM 959802109 138,659 -5,328 -3.70 1,546 -22.05 0.0029
2023-02-10 2022-12-31 13F WESTERN UN COM 959802109 143,987 -328,324 -69.51 1,982 -68.92 0.0040
2022-11-14 2022-09-30 13F WESTERN UN COM 959802109 472,311 22,227 4.94 6,378 -13.99 0.0146
2022-08-10 2022-06-30 13F WESTERN UN COM 959802109 450,084 5,149 1.16 7,415 -21.65 0.0164
2022-05-04 2022-03-31 13F WESTERN UN COM 959802109 444,935 9,275 2.13 9,464 21.77 0.0184
2022-02-03 2021-12-31 13F WESTERN UN COM 959802109 435,660 312,546 253.87 7,772 212.13 0.0147
2021-11-05 2021-09-30 13F WESTERN UN COM 959802109 123,114 50,204 68.86 2,490 48.66 0.0052
2021-08-02 2021-06-30 13F WESTERN UN COM 959802109 72,910 -95,804 -56.78 1,675 -59.76 0.0036
2021-05-13 2021-03-31 13F WESTERN UN COM 959802109 168,714 9,875 6.22 4,163 19.45 0.0100
2021-02-10 2020-12-31 13F WESTERN UN COM 959802109 158,839 49,304 45.01 3,485 48.42 0.0093
2020-11-12 2020-09-30 13F WESTERN UN COM 959802109 109,535 9,445 9.44 2,348 8.55 0.0070
2020-08-14 2020-06-30 13F WESTERN UN COM 959802109 100,090 -6,676 -6.25 2,163 11.55 0.0073
2020-05-18 2020-03-31 13F WESTERN UN COM 959802109 106,766 106,766 1,939 0.0079
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.