Position in WU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$98,549
-$68,461 QoQ
Shares Held
12,799
-33.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#308
of 479 holders
Holding Since
Dec 2022
10 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, 2026Merit Financial Group, LLC holds $89,279,549 across 22 Credit Services names. WU ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,047 | $32,952,758 | |
| 2 | MA |
Mastercard Inc
|
33,960 | $17,441,851 | |
| 3 | AXP |
American Express Co
|
47,284 | $15,993,808 | |
| 4 | COF |
Capital One Financial Corp
|
36,135 | $7,249,398 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
114,587 | $4,947,862 | |
| 6 | SYF |
Synchrony Financial
|
34,429 | $2,618,322 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
22,029 | $1,343,103 | |
| 8 | ALLY |
Ally Financial Inc.
|
25,432 | $1,168,597 |
All Filings in WU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,549 | 12,799 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $167,010 | 19,131 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $128,057 | 13,755 | Shares | Other | 2026-01-26 | |
| 2025-06-30 | $106,251 | 12,619 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $595,072 | 56,245 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $126,299 | 11,915 | Shares | Sole | 2025-01-15 | |
| 2023-09-30 | $326,073 | 24,740 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $191,867 | 16,357 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $143,455 | 12,866 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $241,622 | 17,547 | Shares | Sole | 2023-01-13 | |
| No filing history on record for this holder in this stock. | ||||||