Position in WU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$20,543
-$3,586 QoQ
Shares Held
2,668
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 479 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $134,111,933 across 40 Credit Services names. WU ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
148,061 | $50,798,247 | |
| 2 | AXP |
American Express Co
|
142,143 | $48,079,869 | |
| 3 | MA |
Mastercard Inc
|
46,899 | $24,087,326 | |
| 4 | COF |
Capital One Financial Corp
|
21,940 | $4,401,601 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
126,401 | $2,266,369 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
19,713 | $851,207 | |
| 7 | SYF |
Synchrony Financial
|
10,539 | $801,490 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,836 | $599,700 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,543 | 2,668 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $24,129 | 2,764 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,303 | 1,429 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,300 | 1,915 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $30,168 | 3,583 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $60,295 | 5,699 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $106,106 | 10,010 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $13,528 | 1,134 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $26,382 | 2,159 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $22,368 | 1,600 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $19,036 | 1,597 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $25,213 | 1,913 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $23,061 | 1,966 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $37,319 | 3,347 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $41,075 | 2,983 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $71,266 | 5,279 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $23,766 | 1,443 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $12,836 | 685 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $47,775 | 2,678 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $13,628 | 674 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $15,275 | 665 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $16,300 | 661 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $14,414 | 657 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $13,993 | 653 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $14,053 | 650 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $29,841 | 1,646 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||