Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$102,733
-$55,428 QoQ
Shares Held
13,342
-26.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#302
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $798,159,291 across 22 Credit Services names. WU ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
640,793 | $329,111,284 | |
| 2 | V |
Visa Inc.
|
839,642 | $288,072,773 | |
| 3 | AXP |
American Express Co
|
202,593 | $68,527,082 | |
| 4 | AGM |
Federal Agricultural Mortgage Corp
|
327,467 | $65,254,349 | |
| 5 | COF |
Capital One Financial Corp
|
103,091 | $20,682,116 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
107,853 | $4,657,092 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
13,999 | $3,028,263 | |
| 8 | ALLY |
Ally Financial Inc.
|
60,074 | $2,760,400 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,733 | 13,342 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $158,161 | 18,117 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $94,757 | 10,178 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $111,580 | 13,965 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $241,561 | 28,689 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $517,213 | 48,886 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,358 | 22,298 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $254,299 | 21,316 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $273,275 | 22,363 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $240,078 | 17,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $818,558 | 68,671 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $471,369 | 35,764 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $380,884 | 32,471 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $294,984 | 26,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $322,438 | 23,416 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $350,014 | 25,927 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $392,776 | 23,848 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $481,580 | 25,698 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $813,379 | 45,593 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $890,589 | 44,045 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $15,618,083 | 679,934 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,200,140 | 656,940 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,103,862 | 597,259 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,465,542 | 535,023 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $13,537,752 | 626,168 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,938,869 | 493,043 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||