The Western Union Company
MX ˙ BMV ˙ US9598021098
SecurityMX:WU / The Western Union Company
InstitutionAtria Investments Llc
Latest Disclosed Ownership22,357 shares
Latest Disclosed Value $ 195,173
Atria Investments Llc reports 98.62% increase in ownership of WU / The Western Union Company

On May 5, 2026 - Atria Investments Llc filed a 13F-HR form disclosing ownership of 22,357 shares of The Western Union Company (MX:WU) valued at $195,173 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 11,256 shares of The Western Union Company. This represents a change in shares of 98.62% 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)
2026-05-05 2026-03-31 13F WESTERN UN COM 959802109 22,357 11,101 98.62 195 87.50 0.0022
2026-02-05 2025-12-31 13F WESTERN UN COM 959802109 11,256 11,256 105 0.0012
2025-08-04 2025-06-30 13F WESTERN UN COM 959802109 0 -12,467 -100.00 0 -100.00
2025-05-06 2025-03-31 13F WESTERN UN COM 959802109 12,467 1,478 13.45 132 12.93 0.0017
2025-02-06 2024-12-31 13F WESTERN UN COM 959802109 10,989 -7,905 -41.84 116 -48.44 0.0014
2024-11-01 2024-09-30 13F WESTERN UN COM 959802109 18,894 -8,415 -30.81 225 -32.43 0.0028
2024-08-13 2024-06-30 13F WESTERN UN COM 959802109 27,309 27,309 334 0.0043
2020-11-05 2020-09-30 13F WESTERN UN COM 959802109 0 -97,898 -100.00 0 -100.00
2020-09-22 2020-06-30 13F/A-1 WESTERN UN COM 959802109 97,898 97,898 2,117 0.0725
2020-05-15 2020-03-31 13F WESTERN UN COM 959802109 0 -39,388 -100.00 0 -100.00
2020-02-11 2019-12-31 13F WESTERN UN COM 959802109 39,388 26,107 196.57 1,055 242.53 0.0286
2019-11-14 2019-09-30 13F WESTERN UN COM 959802109 13,281 -593 -4.27 308 4.41 0.0110
2019-08-26 2019-06-30 13F/A-1 WESTERN UN COM 959802109 13,874 -680 -4.67 295 9.67 0.0110
2019-05-15 2019-03-31 13F WESTERN UN COM 959802109 14,554 1,840 14.47 269 23.96 0.0114
2019-02-12 2018-12-31 13F WESTERN UN COM 959802109 12,714 -101,286 -88.85 217 -90.01 0.0096
2018-10-09 2018-09-30 13F WESTERN UN COM 959802109 114,000 -8,096 -6.63 2,173 -12.45 0.0859
2018-07-13 2018-06-30 13F WESTERN UN COM 959802109 122,096 -27,165 -18.20 2,482 -13.52 0.1091
2018-04-30 2018-03-31 13F WESTERN UN COM 959802109 149,261 -12,538 -7.75 2,870 -6.70 0.1385
2018-01-12 2017-12-31 13F WESTERN UN COM 959802109 161,799 144,415 830.74 3,076 820.96 0.1528
2017-10-12 2017-09-30 13F WESTERN UN COM 959802109 17,384 158 0.92 334 1.83 0.0182
2017-07-10 2017-06-30 13F WESTERN UN COM 959802109 17,226 447 2.66 328 -3.81 0.0201
2017-04-14 2017-03-31 13F WESTERN UN COM 959802109 16,779 1,928 12.98 341 5.57 0.0222
2017-01-13 2016-12-31 13F WESTERN UN COM 959802109 14,851 516 3.60 323 8.39 0.0246
2016-10-12 2016-09-30 13F WESTERN UN COM 959802109 14,335 3,598 33.51 298 43.96 0.0274
2016-07-12 2016-06-30 13F WESTERN UN COM 959802109 10,737 10,737 0.00 207 0.0223
2016-01-14 2015-12-31 13F WESTERN UN COM 959802109 0 -64 -100.00 0 -100.00
2015-11-12 2015-09-30 13F WESTERN UN COM 959802109 64 64 0.00 3,474 0.0263
2015-01-12 2014-12-31 13F WESTERN UN COM 959802109 0 -22,565 -100.00 0 -100.00
2014-11-12 2014-09-30 13F WESTERN UN COM 959802109 22,565 10,298 83.95 362 69.95 0.0370
2014-07-21 2014-06-30 13F WESTERN UN COM 959802109 12,267 -20,646 -62.73 213 -60.41 0.0213
2014-05-12 2014-03-31 13F WESTERN UN COM 959802109 32,913 827 2.58 538 -2.71 0.0548
2014-01-09 2013-12-31 13F WESTERN UN COM 959802109 32,086 4,658 16.98 553 8.01 0.0551
2013-10-28 2013-09-30 13F WESTERN UN COM 959802109 27,428 8,181 42.51 512 55.62 0.0533
2013-07-24 2013-06-30 13F WESTERN UN COM 959802109 19,247 19,247 329 0.0401
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.