Position in WU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,732,389
-$49,591 QoQ
Shares Held
198,441
+3.7% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $103,289,081 across 14 Credit Services names. WU ranks #5 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
123,729 | $37,395,852 | |
| 2 | MA |
Mastercard Inc
|
61,336 | $30,647,145 | |
| 3 | AXP |
American Express Co
|
68,198 | $20,628,531 | |
| 4 | COF |
Capital One Financial Corp
|
29,506 | $5,382,779 | |
| 5 | WU |
Western Union CO
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|
198,441 | $1,732,389 | |
| 6 | ALLY |
Ally Financial Inc.
|
44,009 | $1,726,473 | |
| 7 | SYF |
Synchrony Financial
|
22,339 | $1,519,498 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
82,539 | $1,310,718 |
All Filings in WU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,732,389 | 198,441 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,781,980 | 191,405 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,004,183 | 125,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $922,133 | 109,517 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $929,283 | 87,834 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $723,312 | 68,237 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $733,814 | 61,510 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||