Position in WU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$86,902
-$102,469 QoQ
Shares Held
11,286
-48.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 479 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $143,424,935 across 38 Credit Services names. WU ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
157,055 | $53,883,999 | |
| 2 | MA |
Mastercard Inc
|
54,818 | $28,154,524 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
350,059 | $15,115,547 | |
| 4 | AXP |
American Express Co
|
39,065 | $13,213,736 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
693,356 | $12,431,873 | |
| 6 | COF |
Capital One Financial Corp
|
37,902 | $7,603,899 | |
| 7 | SYF |
Synchrony Financial
|
54,008 | $4,107,308 | |
| 8 | KLAR |
Klarna Group plc
|
128,655 | $2,603,977 |
All Filings in WU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,902 | 11,286 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $189,371 | 21,692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,187 | 235 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $66,612 | 8,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,944 | 706 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,881 | 745 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,243 | 589 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $128,831 | 10,799 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $117,825 | 9,642 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $3,886 | 278 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,254 | 273 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,532 | 268 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,090 | 93 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||