Position in WU
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$93,926
-$50,562 QoQ
Shares Held
10,759
-21.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in WU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,926 | 10,759 | Shares | Sole | 2026-04-10 | |
| 2024-12-31 | $144,488 | 13,631 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||