Position in WU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$226,287
-$139,517 QoQ
Shares Held
29,388
-29.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#235
of 479 holders
Holding Since
Jun 2020
9 quarters on record
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $75,861,069 across 13 Credit Services names. WU ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
90,012 | $30,882,217 | |
| 2 | MA |
Mastercard Inc
|
41,853 | $21,495,700 | |
| 3 | COF |
Capital One Financial Corp
|
42,899 | $8,606,397 | |
| 4 | AXP |
American Express Co
|
23,070 | $7,803,427 | |
| 5 | SYF |
Synchrony Financial
|
37,411 | $2,845,106 | |
| 6 | CACC |
Credit Acceptance Corp
|
1,668 | $1,062,082 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
10,354 | $844,368 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
16,049 | $692,995 |
All Filings in WU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,287 | 29,388 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $365,804 | 41,902 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $277,456 | 29,802 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $95,760 | 11,985 | Shares | Sole | 2025-10-23 | |
| 2022-09-30 | $158,301 | 11,726 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $170,810 | 10,371 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $192,141 | 10,253 | Shares | Sole | 2022-04-29 | |
| 2020-09-30 | $264,617 | 12,348 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $268,044 | 12,398 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||