Position in WU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$11,911,212
+$11,779,364 QoQ
Shares Held
1,364,400
+9534.2% QoQ
Ownership
0.437%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $1,064,583,106 across 19 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,730,615 | $593,756,700 | |
| 2 | MA |
Mastercard Inc
|
628,324 | $322,707,206 | |
| 3 | AXP |
American Express Co
|
249,861 | $84,515,483 | |
| 4 | COF |
Capital One Financial Corp
|
183,284 | $36,770,436 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
282,432 | $12,195,413 | |
| 6 | SYF |
Synchrony Financial
|
50,848 | $3,866,990 | |
| 7 | ALLY |
Ally Financial Inc.
|
80,084 | $3,679,859 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
57,106 | $3,481,752 |
All Filings in WU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,911,212 | 1,364,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $131,848 | 14,162 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $291,320 | 27,535 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $150,869 | 14,233 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $151,988 | 12,740 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||