Position in WU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,081
-$47,532 QoQ
Shares Held
1,699
-73.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#367
of 479 holders
Holding Since
Mar 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. WU ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in WU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,081 | 1,699 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $60,613 | 6,511 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $54,170 | 6,780 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $89,427 | 10,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $102,793 | 9,716 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $208,584 | 19,678 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,259 | 860 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $40,519 | 3,316 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $48,299 | 4,052 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $63,553 | 4,822 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $53,265 | 4,541 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,428 | 1,025 | Shares | Sole | 2023-05-11 | |
| 2022-03-31 | $5,528 | 295 | Shares | Sole | 2022-05-25 | |
| No filing history on record for this holder in this stock. | ||||||