Winch Advisory Services, LLC

Position in WU — Western Union CO

CIK 1585822 Appleton, WI

Position in WU

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,886

-$183 QoQ

Shares Held

245

+3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#423

of 479 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Winch Advisory Services, LLC holds $8,501,570 across 5 Credit Services names. WU ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,147	$6,226,054
2	MA	Mastercard Inc	3,129	$1,607,054
3	PYPL	PayPal Holdings, Inc.	14,881	$642,561
4	AXP	American Express Co	71	$24,015
5	WU	Western Union CO This page	245	$1,886

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,886	245	+3.4%	Shares	Sole	2026-08-06
2026-03-31	$2,069	237	+2.6%	Shares	Sole	2026-04-30
2025-12-31	$2,150	231	+2.2%	Shares	Sole	2026-02-03
2025-09-30	$1,805	226	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$1,843	219	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$2,253	213	+2.4%	Shares	Sole	2025-05-06
2024-12-31	$2,204	208	+2.0%	Shares	Sole	2025-01-14
2024-09-30	$2,433	204	+175.7%	Shares	Sole	2024-10-21
2022-03-31	$1,386	74	+1.4%	Shares	Sole	2022-04-26
2021-12-31	$1,302	73	+1.4%	Shares	Sole	2022-02-04
2021-09-30	$1,455	72	+1.4%	Shares	Sole	2021-11-10
2021-06-30	$1,630	71	+1.4%	Shares	Sole	2021-08-05
2021-03-31	$1,726	70	0.0%	Shares	Sole	2021-05-03
2020-12-31	$1,535	70	+1.4%	Shares	Sole	2021-02-09
2020-09-30	$1,478	69	+3.0%	Shares	Sole	2020-11-04
2020-06-30	$1,448	67	0.0%	Shares	Sole	2020-08-12
2020-03-31	$1,214	67	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.