D.A. DAVIDSON & CO.

Position in WU — Western Union CO

CIK 1080107 GREAT FALLS, MT

Position in WU

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,236,851

-$500,549 QoQ

Shares Held

160,630

-19.3% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#125

of 479 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $194,887,252 across 12 Credit Services names. WU ranks #10 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	362,245	$124,282,637
2	MA	Mastercard Inc	36,657	$18,827,035
3	COF	Capital One Financial Corp	88,889	$17,832,911
4	AXP	American Express Co	35,674	$12,066,730
5	SOFI	SoFi Technologies, Inc.	297,659	$5,337,025
6	SYF	Synchrony Financial	62,874	$4,781,567
7	OMF	OneMain Holdings, Inc.	60,715	$3,701,793
8	NNI	Nelnet Inc	24,561	$3,274,718

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,236,851	160,630	-19.3%	Shares	Sole	2026-07-24
2026-03-31	$1,737,400	199,015	+160.1%	Shares	Sole	2026-05-05
2025-12-31	$712,438	76,524	-4.5%	Shares	Sole	2026-01-29
2025-09-30	$639,959	80,095	+42.0%	Shares	Sole	2025-10-22
2025-06-30	$475,005	56,414	-17.4%	Shares	Sole	2025-07-30
2025-03-31	$722,444	68,284	+49.0%	Shares	Sole	2025-04-28
2024-12-31	$485,745	45,825	+3.5%	Shares	Sole	2025-01-31
2024-09-30	$528,021	44,260	-17.8%	Shares	Sole	2024-11-13
2024-06-30	$657,741	53,825	+7.2%	Shares	Sole	2024-08-01
2024-03-31	$701,740	50,196	+349.0%	Shares	Sole	2024-05-13
2023-12-31	$133,265	11,180	+1.5%	Shares	Sole	2024-02-09
2023-09-30	$145,230	11,019	-0.2%	Shares	Sole	2023-11-08
2023-06-30	$129,569	11,046	+8.3%	Shares	Sole	2023-08-11
2023-03-31	$113,774	10,204	-3.1%	Shares	Sole	2023-04-25
2022-12-31	$145,066	10,535	+0.3%	Shares	Sole	2023-02-03
2022-09-30	$141,777	10,502	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.