Position in WU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$154
-$20 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#467
of 479 holders
Holding Since
Jun 2020
17 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, 2026AdvisorNet Financial, Inc holds $8,971,443 across 15 Credit Services names. WU ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
15,537 | $3,117,032 | |
| 2 | MA |
Mastercard Inc
|
5,005 | $2,570,568 | |
| 3 | V |
Visa Inc.
|
7,196 | $2,468,875 | |
| 4 | AXP |
American Express Co
|
640 | $216,480 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
980 | $195,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,705 | $159,981 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
8,819 | $158,124 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,162 | $70,847 |
All Filings in WU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154 | 20 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $174 | 20 | Shares | Sole | 2026-04-17 | |
| 2025-03-31 | $0 | 0 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $19,080 | 1,800 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $119 | 10 | Shares | Sole | 2024-10-15 | |
| 2023-06-30 | $586 | 50 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $813 | 73 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $977 | 71 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $329 | 20 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $768 | 41 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $731 | 41 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $424 | 21 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $482 | 21 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $517 | 21 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $460 | 21 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $450 | 21 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $454 | 21 | Shares | Sole | 2020-08-26 | |
| No filing history on record for this holder in this stock. | ||||||