Position in WU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$92
-$16,211 QoQ
Shares Held
12
-99.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#472
of 479 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $976,047 across 19 Credit Services names. WU ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
831 | $281,085 | |
| 3 | MA |
Mastercard Inc
|
531 | $272,721 | |
| 4 | COF |
Capital One Financial Corp
|
456 | $91,482 | |
| 5 | ALLY |
Ally Financial Inc.
|
502 | $23,066 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
356 | $12,613 | |
| 7 | SYF |
Synchrony Financial
|
46 | $3,498 | |
| 8 | ENVA |
Enova International, Inc.
|
6 | $1,444 |
All Filings in WU
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92 | 12 | Shares | Sole | 2026-08-06 | |
| 2023-09-30 | $16,303 | 1,237 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $14,510 | 1,237 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $13,513 | 1,212 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $16,413 | 1,192 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $15,822 | 1,172 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $19,022 | 1,155 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $21,382 | 1,141 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $22,674 | 1,271 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $22,504 | 1,113 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $32,203 | 1,402 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $26,928 | 1,092 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $65,271 | 2,975 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $62,575 | 2,920 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $59,671 | 2,760 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $49,839 | 2,749 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||