Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,394
-$1,256 QoQ
Shares Held
1,220
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#377
of 479 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $384,453,560 across 20 Credit Services names. WU ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
760,691 | $260,985,475 | |
| 2 | MA |
Mastercard Inc
|
115,937 | $59,545,243 | |
| 3 | AXP |
American Express Co
|
112,398 | $38,018,623 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
555,799 | $9,965,476 | |
| 5 | COF |
Capital One Financial Corp
|
39,306 | $7,885,569 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
31,612 | $2,577,958 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
27,688 | $1,195,567 | |
| 8 | SYF |
Synchrony Financial
|
14,616 | $1,111,546 |
All Filings in WU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,394 | 1,220 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $10,650 | 1,220 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $9,114 | 979 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,408 | 1,553 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $12,638 | 1,501 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,097 | 1,427 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,056 | 760 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,066 | 760 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,539 | 617 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $14,734 | 1,054 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,493 | 1,132 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $28,468 | 2,160 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,383 | 1,141 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,527 | 1,841 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $639 | 1,886 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||