Essex Financial Services, Inc.

Position in WU — Western Union CO

CIK 1315785 ESSEX, CT

Position in WU

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$458,150

-$25,588 QoQ

Shares Held

59,500

+7.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#183

of 479 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Essex Financial Services, Inc. holds $13,114,253 across 6 Credit Services names. WU ranks #5 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	22,761	$7,809,071
2	MA	Mastercard Inc	4,152	$2,132,467
3	AXP	American Express Co	4,526	$1,530,919
4	COF	Capital One Financial Corp	4,481	$898,978
5	WU	Western Union CO This page	59,500	$458,150
6	OMF	OneMain Holdings, Inc.	4,669	$284,668

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$458,150	59,500	+7.4%	Shares	Defined	2026-08-10
2026-03-31	$483,738	55,411	-2.6%	Shares	Defined	2026-04-24
2025-12-31	$529,487	56,873	-0.4%	Shares	Defined	2026-02-10
2025-09-30	$456,149	57,090	-9.6%	Shares	Defined	2025-11-07
2025-06-30	$531,891	63,170	+2.3%	Shares	Defined	2025-07-16
2025-03-31	$653,526	61,770	+28.8%	Shares	Defined	2025-04-25
2024-12-31	$508,471	47,969	-3.0%	Shares	Defined	2025-01-29
2024-09-30	$589,747	49,434	+1.5%	Shares	Defined	2024-10-24
2024-06-30	$595,016	48,692	+35.4%	Shares	Defined	2024-08-09
2024-03-31	$502,832	35,968	+7.7%	Shares	Sole	2024-04-24
2023-12-31	$397,901	33,381	+8.3%	Shares	Sole	2024-02-06
2023-09-30	$406,339	30,830	+11.9%	Shares	Sole	2023-11-15
2023-06-30	$323,196	27,553	-1.1%	Shares	Sole	2023-08-09
2023-03-31	$310,583	27,855	-0.0%	Shares	Sole	2023-05-11
2022-12-31	$383,590	27,857	+16.5%	Shares	Sole	2023-02-10
2022-09-30	$322,866	23,916	+10.3%	Shares	Sole	2022-11-07
2022-06-30	$357,151	21,685	+30.9%	Shares	Sole	2022-08-01
2022-03-31	$310,521	16,570	+8.2%	Shares	Sole	2022-04-21
2021-12-31	$273,219	15,315	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.