Position in WU
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$130,207
New position
Shares Held
14,915
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 13%
Shared 0%
None 87%
Position in Credit Services
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $30,084,144 across 11 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,344 | $12,469,262 | |
| 2 | MA |
Mastercard Inc
|
11,440 | $5,875,584 | |
| 3 | COF |
Capital One Financial Corp
|
21,806 | $4,374,719 | |
| 4 | AXP |
American Express Co
|
6,395 | $2,163,108 | |
| 5 | SYF |
Synchrony Financial
|
17,642 | $1,341,674 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
20,317 | $1,238,727 | |
| 7 | ALLY |
Ally Financial Inc.
|
24,691 | $1,134,551 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,909 | $686,950 |
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,207 | 14,915 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||