Position in WU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$91,314
-$138,782 QoQ
Shares Held
11,859
-58.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#319
of 479 holders
Holding Since
Jun 2020
8 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, 2026Private Advisor Group, LLC holds $105,581,327 across 11 Credit Services names. WU ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
153,745 | $52,748,371 | |
| 2 | MA |
Mastercard Inc
|
35,145 | $18,050,472 | |
| 3 | AXP |
American Express Co
|
47,356 | $16,018,167 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
355,655 | $6,376,894 | |
| 5 | COF |
Capital One Financial Corp
|
21,490 | $4,311,323 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
77,236 | $2,736,471 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,309 | $2,647,322 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
21,494 | $1,752,835 |
All Filings in WU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,314 | 11,859 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $230,096 | 28,798 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $220,662 | 26,207 | Shares | Sole | 2025-08-11 | |
| 2024-03-31 | $532,400 | 38,083 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $401,751 | 33,704 | Shares | Sole | 2024-02-06 | |
| 2021-03-31 | $299,914 | 12,162 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $255,425 | 11,642 | Shares | Sole | 2021-04-01 | |
| 2020-06-30 | $132,011 | 6,106 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||