Position in WU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$195,176
+$90,383 QoQ
Shares Held
22,357
+98.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
7 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, 2026Atria Investments, Inc holds $110,066,708 across 14 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
146,810 | $50,369,042 | |
| 2 | MA |
Mastercard Inc
|
44,252 | $22,727,827 | |
| 3 | AXP |
American Express Co
|
48,360 | $16,357,770 | |
| 4 | COF |
Capital One Financial Corp
|
52,677 | $10,568,059 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
49,631 | $3,026,002 | |
| 6 | CACC |
Credit Acceptance Corp
|
2,599 | $1,654,887 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
7,025 | $1,519,648 | |
| 8 | SYF |
Synchrony Financial
|
11,130 | $846,436 |
All Filings in WU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $195,176 | 22,357 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $104,793 | 11,256 | Shares | Sole | 2026-02-05 | |
| 2025-03-31 | $131,900 | 12,467 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $116,483 | 10,989 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $225,405 | 18,894 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $333,715 | 27,309 | Shares | Sole | 2024-08-13 | |
| 2020-06-30 | $2,116,554 | 97,898 | Shares | Sole | 2020-09-22 | |
| No filing history on record for this holder in this stock. | ||||||