TD PRIVATE CLIENT WEALTH LLC

Position in WU — Western Union CO

CIK 1551017 NEW YORK, NY

Position in WU

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,630

-$1,213 QoQ

Shares Held

991

-2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#383

of 479 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $23,381,611 across 16 Credit Services names. WU ranks #12 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	17,005	$8,733,768
2	V	Visa Inc.	19,732	$6,769,851
3	COF	Capital One Financial Corp	19,836	$3,979,498
4	AXP	American Express Co	9,323	$3,153,504
5	SYF	Synchrony Financial	4,239	$322,375
6	PYPL	PayPal Holdings, Inc.	6,579	$284,081
7	SOFI	SoFi Technologies, Inc.	1,869	$33,511
8	AFRM	Affirm Holdings, Inc.	390	$31,804

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,630	991	-2.2%	Shares	Defined	2026-08-04
2026-03-31	$8,843	1,013	+12.6%	Shares	Defined	2026-04-27
2025-12-31	$8,379	900	+1132.9%	Shares	Defined	2026-02-05
2023-06-30	$856	73	-78.2%	Shares	Defined	2024-08-16
2022-03-31	$6,277	335	-83.1%	Shares	Defined	2024-08-16
2021-12-31	$35,358	1,982	+31.6%	Shares	Defined	2024-08-16
2021-09-30	$30,451	1,506	-4.6%	Shares	Defined	2024-08-16
2021-06-30	$36,269	1,579	-0.8%	Shares	Defined	2024-08-16
2021-03-31	$39,234	1,591	-23.6%	Shares	Defined	2024-08-16
2020-12-31	$45,701	2,083	-18.9%	Shares	Defined	2024-08-16
2020-09-30	$55,053	2,569	-17.1%	Shares	Defined	2024-08-16
2020-06-30	$67,000	3,099	-21.1%	Shares	Defined	2024-08-16
2020-03-31	$71,250	3,930	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.