Position in WU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,603,699
-$1,839,958 QoQ
Shares Held
1,506,974
-2.1% QoQ
Ownership
0.483%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $3,764,235,290 across 24 Credit Services names. WU ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,693,213 | $1,610,194,447 | |
| 2 | MA |
Mastercard Inc
|
2,356,440 | $1,210,267,583 | |
| 3 | AXP |
American Express Co
|
900,918 | $304,735,513 | |
| 4 | COF |
Capital One Financial Corp
|
706,354 | $141,708,739 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
345,943 | $68,936,060 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
808,290 | $49,281,440 | |
| 7 | ENVA |
Enova International, Inc.
|
196,172 | $47,224,484 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,087,091 | $46,940,589 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,603,699 | 1,506,974 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $13,443,657 | 1,539,938 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $14,059,794 | 1,510,182 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $5,735,005 | 717,773 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $6,306,048 | 748,937 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $8,249,966 | 779,770 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $8,227,847 | 776,212 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $9,352,331 | 783,934 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $13,775,642 | 1,127,303 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $18,481,881 | 1,322,023 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $15,991,693 | 1,341,585 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $18,247,999 | 1,384,522 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $16,522,432 | 1,408,562 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $16,494,874 | 1,479,361 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $22,033,156 | 1,600,084 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $21,398,971 | 1,585,109 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $25,259,874 | 1,533,690 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $29,926,543 | 1,596,934 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $25,509,719 | 1,429,917 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $11,012,701 | 544,644 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $17,341,155 | 754,948 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $16,827,440 | 682,378 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $11,902,800 | 542,516 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $12,526,648 | 584,538 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,813,406 | 638,918 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $11,680,305 | 644,253 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||