Regal Investment Advisors LLC

Position in WU — Western Union CO

CIK 1559789 KENTWOOD, MI

Position in WU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$173,534

-$34,126 QoQ

Shares Held

22,537

-5.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#249

of 479 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Regal Investment Advisors LLC holds $6,403,595 across 5 Credit Services names. WU ranks #5 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,825	$3,370,859
2	MA	Mastercard Inc	3,964	$2,035,910
3	AXP	American Express Co	1,399	$473,211
4	COF	Capital One Financial Corp	1,745	$350,081
5	WU	Western Union CO This page	22,537	$173,534

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$173,534	22,537	-5.3%	Shares	Sole	2026-08-14
2026-03-31	$207,660	23,787	+131.8%	Shares	Sole	2026-05-14
2024-03-31	$143,434	10,260	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.