Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$107,638
+$7,261 QoQ
Shares Held
13,979
+21.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#293
of 479 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,577,016 across 10 Credit Services names. WU ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,270 | $20,678,033 | |
| 2 | MA |
Mastercard Inc
|
19,896 | $10,218,585 | |
| 3 | AXP |
American Express Co
|
20,682 | $6,995,685 | |
| 4 | COF |
Capital One Financial Corp
|
15,383 | $3,086,137 | |
| 5 | SYF |
Synchrony Financial
|
12,895 | $980,664 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,939 | $601,886 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,610 | $348,275 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
19,318 | $346,371 |
All Filings in WU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,638 | 13,979 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $100,377 | 11,498 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $210,108 | 19,859 | Shares | Sole | 2025-05-13 | |
| 2023-12-31 | $124,516 | 10,446 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $165,488 | 12,556 | Shares | Sole | 2023-11-02 | |
| 2022-03-31 | $278,270 | 14,849 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $203,964 | 11,433 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||