Position in WU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$36,727
+$8,220 QoQ
Shares Held
4,207
+37.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MAI Capital Management holds $256,019,729 across 11 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
404,286 | $138,706,482 | |
| 2 | MA |
Mastercard Inc
|
123,715 | $63,540,023 | |
| 3 | AXP |
American Express Co
|
127,096 | $42,990,222 | |
| 4 | COF |
Capital One Financial Corp
|
27,473 | $5,511,633 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
33,383 | $1,441,477 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
14,718 | $897,355 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
48,807 | $875,109 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
8,689 | $708,587 |
All Filings in WU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,727 | 4,207 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,507 | 3,062 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,472 | 3,188 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,035 | 2,142 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,839 | 741 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,773 | 639 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $301,821 | 24,699 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $398,122 | 28,478 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $322,543 | 27,059 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $395,874 | 30,036 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $284,827 | 24,282 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $153,279 | 13,747 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $591,917 | 42,986 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $395,280 | 29,280 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||