Position in WU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$417,055
-$79,839 QoQ
Shares Held
54,163
-4.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#190
of 479 holders
Holding Since
Mar 2024
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, 2026Dakota Wealth Management holds $76,268,042 across 7 Credit Services names. WU ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
161,024 | $55,245,724 | |
| 2 | MA |
Mastercard Inc
|
17,511 | $8,993,649 | |
| 3 | COF |
Capital One Financial Corp
|
39,553 | $7,935,122 | |
| 4 | AXP |
American Express Co
|
5,824 | $1,969,968 | |
| 5 | SYF |
Synchrony Financial
|
11,323 | $861,114 | |
| 6 | SLM |
SLM Corp
|
32,591 | $845,410 | |
| 7 | WU |
Western Union CO
This page
|
54,163 | $417,055 |
All Filings in WU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,055 | 54,163 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $496,894 | 56,918 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $539,775 | 57,978 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $513,932 | 64,322 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $526,224 | 62,497 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $667,248 | 63,067 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $539,338 | 50,881 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $634,604 | 53,194 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $685,126 | 56,066 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $770,116 | 55,087 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||