Position in WU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$459,590
New position
Shares Held
52,645
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026BENJAMIN EDWARDS INC holds $122,731,197 across 7 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
111,091 | $57,056,337 | |
| 2 | V |
Visa Inc.
|
136,468 | $46,820,805 | |
| 3 | AXP |
American Express Co
|
32,451 | $10,976,550 | |
| 4 | COF |
Capital One Financial Corp
|
24,254 | $4,865,836 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
43,016 | $1,857,430 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
33,853 | $606,984 | |
| 7 | SYF |
Synchrony Financial
|
7,196 | $547,255 |
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $459,590 | 52,645 | Shares | Defined | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||