Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$222,414
-$47,971 QoQ
Shares Held
28,885
-6.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#239
of 479 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CIBC Asset Management Inc holds $408,933,870 across 14 Credit Services names. WU ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
516,282 | $177,131,191 | |
| 2 | MA |
Mastercard Inc
|
232,685 | $119,507,016 | |
| 3 | AXP |
American Express Co
|
154,958 | $52,414,543 | |
| 4 | COF |
Capital One Financial Corp
|
146,782 | $29,447,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
408,970 | $17,659,324 | |
| 6 | SYF |
Synchrony Financial
|
113,761 | $8,651,524 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
13,492 | $1,100,272 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
60,263 | $1,080,515 |
All Filings in WU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,414 | 28,885 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $270,385 | 30,972 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $296,067 | 31,801 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $86,915 | 10,878 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $91,592 | 10,878 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $115,089 | 10,878 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $112,073 | 10,573 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $120,075 | 10,065 | Shares | Sole | 2024-11-06 | |
| 2024-03-31 | $158,127 | 11,311 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $134,827 | 11,311 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $149,078 | 11,311 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $132,678 | 11,311 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $126,117 | 11,311 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $311,298 | 22,607 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $433,660 | 32,123 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $265,545 | 16,123 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $363,630 | 19,404 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $361,527 | 20,265 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $759,948 | 37,584 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $837,371 | 36,455 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $900,311 | 36,509 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $823,057 | 37,514 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $805,746 | 37,599 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $793,540 | 36,704 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $655,870 | 36,176 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||