Position in WU
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$19,075
-$1,266 QoQ
Shares Held
2,185
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Parkside Financial Bank & Trust holds $14,939,298 across 27 Credit Services names. WU ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,185 | $5,798,473 | |
| 2 | MA |
Mastercard Inc
|
7,554 | $3,774,431 | |
| 3 | AXP |
American Express Co
|
10,694 | $3,234,720 | |
| 4 | COF |
Capital One Financial Corp
|
7,429 | $1,355,271 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
1,402 | $263,576 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,100 | $140,212 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
742 | $110,075 | |
| 8 | SYF |
Synchrony Financial
|
1,342 | $91,282 |
All Filings in WU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,075 | 2,185 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,341 | 2,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,509 | 1,816 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $117 | 14 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,755 | 355 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $87,820 | 8,285 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,243 | 272 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $3,323 | 272 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $6,570 | 470 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,281 | 527 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,813 | 517 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,650 | 567 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $5,686 | 510 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,784 | 638 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,074 | 524 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $9,255 | 562 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $10,531 | 562 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $12,042 | 675 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $17,914 | 886 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $22,877 | 996 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $24,561 | 996 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $21,852 | 996 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $21,493 | 1,003 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $24,236 | 1,121 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $15,119 | 834 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||