Position in WU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,218,100
-$78,178 QoQ
Shares Held
288,065
+9.5% QoQ
Ownership
0.092%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#95
of 479 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CWA Asset Management Group, LLC holds $50,725,354 across 7 Credit Services names. WU ranks #5 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
59,923 | $20,558,982 | |
| 2 | MA |
Mastercard Inc
|
20,910 | $10,739,376 | |
| 3 | SYF |
Synchrony Financial
|
100,193 | $7,619,677 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
33,138 | $7,168,412 | |
| 5 | WU |
Western Union CO
This page
|
288,065 | $2,218,100 | |
| 6 | AXP |
American Express Co
|
4,992 | $1,688,544 | |
| 7 | COF |
Capital One Financial Corp
|
3,650 | $732,263 |
All Filings in WU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,218,100 | 288,065 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,296,278 | 263,033 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,942,987 | 208,699 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,414,485 | 177,032 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,311,928 | 155,811 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,249,106 | 118,063 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $932,047 | 87,929 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $956,678 | 80,191 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $887,771 | 63,503 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $811,728 | 68,098 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $468,852 | 35,573 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $372,908 | 31,791 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $341,747 | 30,650 | Shares | Sole | 2023-04-17 | |
| No filing history on record for this holder in this stock. | ||||||