Position in WU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,170
-$933 QoQ
Shares Held
152
-36.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 479 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $4,149,067 across 22 Credit Services names. WU ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,192 | $1,781,323 | |
| 2 | AXP |
American Express Co
|
2,143 | $724,869 | |
| 3 | COF |
Capital One Financial Corp
|
2,608 | $523,216 | |
| 4 | ALLY |
Ally Financial Inc.
|
10,394 | $477,604 | |
| 5 | MA |
Mastercard Inc
|
896 | $460,185 | |
| 6 | ENVA |
Enova International, Inc.
|
249 | $59,941 | |
| 7 | SYF |
Synchrony Financial
|
543 | $41,295 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
58 | $12,546 |
All Filings in WU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170 | 152 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $2,103 | 241 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,880 | 202 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $87 | 11 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $303 | 36 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,936 | 183 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,717 | 162 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,360 | 114 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,236 | 183 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,558 | 183 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,181 | 183 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,411 | 183 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,087 | 178 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,363 | 212 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,161 | 157 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $810 | 60 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,931 | 178 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,354 | 179 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,195 | 67 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||