Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$108,253
-$1,595 QoQ
Shares Held
14,059
+11.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 479 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $73,957,186 across 13 Credit Services names. WU ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
73,988 | $25,384,530 | |
| 2 | MA |
Mastercard Inc
|
46,288 | $23,773,508 | |
| 3 | AXP |
American Express Co
|
32,999 | $11,161,906 | |
| 4 | COF |
Capital One Financial Corp
|
26,570 | $5,330,465 | |
| 5 | SYF |
Synchrony Financial
|
32,560 | $2,476,183 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
95,098 | $1,705,105 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
14,685 | $1,197,559 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
26,026 | $1,123,799 |
All Filings in WU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,253 | 14,059 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $109,848 | 12,583 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $57,454 | 7,191 | Shares | Sole | 2025-11-18 | |
| 2024-12-31 | $115,963 | 10,940 | Shares | Sole | 2025-02-13 | |
| 2023-12-31 | $108,673 | 9,117 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $148,445 | 11,263 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $123,010 | 10,487 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $117,085 | 10,501 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $174,010 | 12,637 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $270,013 | 20,001 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $481,647 | 29,244 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $510,044 | 27,217 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $805,688 | 45,162 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $668,796 | 33,076 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $723,462 | 31,496 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $787,146 | 31,920 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $602,735 | 27,472 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $600,682 | 28,030 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $569,275 | 26,331 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $419,672 | 23,148 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||