Position in WU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,550
-$1,545 QoQ
Shares Held
1,500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 481 holders
Holding Since
Dec 2025
3 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, 2026FINANCIAL CONSULATE, INC holds $2,409,391 across 12 Credit Services names. WU ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,249 | $1,155,086 | |
| 2 | V |
Visa Inc.
|
2,250 | $771,952 | |
| 3 | AXP |
American Express Co
|
902 | $305,101 | |
| 4 | COF |
Capital One Financial Corp
|
657 | $131,807 | |
| 5 | WU |
Western Union CO
This page
|
1,500 | $11,550 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
229 | $9,888 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
104 | $8,481 | |
| 8 | SYF |
Synchrony Financial
|
105 | $7,985 |
All Filings in WU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,550 | 1,500 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $13,095 | 1,500 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,439 | 1,551 | Shares | Sole | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||