Kestra Investment Management, LLC

Position in WU — Western Union CO

CIK 1962449 AUSTIN, TX

Position in WU

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,050,848

-$454,120 QoQ

Shares Held

266,344

-7.2% QoQ

Ownership

0.085%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#103

of 479 holders

Holding Since

Sep 2024

8 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $7,930,904 across 6 Credit Services names. WU ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,568	$2,596,505
2	WU	Western Union CO This page	266,344	$2,050,848
3	MA	Mastercard Inc	3,374	$1,732,886
4	SYF	Synchrony Financial	10,540	$801,567
5	COF	Capital One Financial Corp	2,144	$430,129
6	AXP	American Express Co	943	$318,969

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,050,848	266,344	-7.2%	Shares	Sole	2026-08-05
2026-03-31	$2,504,968	286,938	+19.8%	Shares	Sole	2026-05-11
2025-12-31	$2,229,074	239,428	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$1,901,859	238,030	+1.3%	Shares	Sole	2025-11-17
2025-06-30	$1,979,390	235,082	0.0%	Shares	Sole	2025-08-15
2025-03-31	$2,487,167	235,082	+91.2%	Shares	Sole	2025-05-16
2024-12-31	$1,303,333	122,956	+50.6%	Shares	Sole	2025-01-31
2024-09-30	$973,953	81,639	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.