Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$89,959
New position
Shares Held
11,683
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#320
of 479 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $160,492,174 across 12 Credit Services names. WU ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
204,008 | $69,005,706 | |
| 2 | V |
Visa Inc.
|
96,378 | $33,066,328 | |
| 3 | MA |
Mastercard Inc
|
48,193 | $24,751,924 | |
| 4 | COF |
Capital One Financial Corp
|
90,170 | $18,089,905 | |
| 5 | CACC |
Credit Acceptance Corp
|
7,955 | $5,065,266 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
58,686 | $4,785,843 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
40,845 | $4,425,555 | |
| 8 | OPFI |
OppFi Inc.
|
38,585 | $383,149 |
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,959 | 11,683 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||