Position in WU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,875,018
+$1,014,682 QoQ
Shares Held
373,379
+75.2% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#85
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $2,245,849,544 across 30 Credit Services names. WU ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,996,401 | $1,028,035,219 | |
| 2 | MA |
Mastercard Inc
|
1,068,427 | $548,744,107 | |
| 3 | AXP |
American Express Co
|
947,552 | $320,509,464 | |
| 4 | COF |
Capital One Financial Corp
|
611,273 | $122,633,589 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
2,992,786 | $53,660,652 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
608,608 | $26,279,693 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
98,996 | $21,414,814 | |
| 8 | CACC |
Credit Acceptance Corp
|
28,029 | $17,847,185 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,875,018 | 373,379 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,860,336 | 213,097 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,262,786 | 243,049 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,643,654 | 205,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,476,834 | 175,396 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,296,494 | 122,542 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $906,300 | 85,500 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,018,905 | 85,407 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $603,949 | 49,423 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $727,001 | 52,003 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $637,302 | 53,465 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,020,619 | 77,437 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $774,789 | 66,052 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $586,367 | 52,589 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $413,623 | 30,038 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $493,519 | 36,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,527 | 30,876 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $560,344 | 29,901 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $866,809 | 48,588 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,280,148 | 63,311 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,221,705 | 53,187 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,281,345 | 92,512 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,742,913 | 79,440 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,614,300 | 75,329 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,593,112 | 73,687 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,597,180 | 88,096 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||