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Valeo Financial Advisors, LLC → WU
Valeo Financial Advisors, LLC WU Position History
The Western Union Company • Financial Services
Quarters held
5
Latest value
$273K
Q3 2026
Peak value
$410K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $309K |
| Q4 2025 | $410K |
| Q1 2026 | $393K |
| Q2 2026 | $356K |
| Q3 2026 | $273K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $273K | 46.3K | — | — |
| Q2 2026 | $356K | 46.2K | — | — |
| Q1 2026 | $393K | 45.0K | — | — |
| Q4 2025 | $410K | 44.0K | — | — |
| Q3 2025 | $309K | 38.7K | — | — |
Other funds holding WU
$390.6M
$335.3M
$301.8M
$298.1M
$296.8M
$247M