Position in WU
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$355,817
-$37,181 QoQ
Shares Held
46,210
+2.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 479 holders
Holding Since
Mar 2020
9 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, 2026Valeo Financial Advisors, LLC holds $37,584,938 across 8 Credit Services names. WU ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
53,524 | $18,363,549 | |
| 2 | MA |
Mastercard Inc
|
19,589 | $10,060,910 | |
| 3 | AXP |
American Express Co
|
16,950 | $5,733,337 | |
| 4 | COF |
Capital One Financial Corp
|
7,222 | $1,448,877 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
16,940 | $731,469 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
36,716 | $658,317 | |
| 7 | WU |
Western Union CO
This page
|
46,210 | $355,817 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,853 | $232,662 |
All Filings in WU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,817 | 46,210 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $392,998 | 45,017 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $409,742 | 44,011 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $308,869 | 38,657 | Shares | Sole | 2025-11-03 | |
| 2021-03-31 | $27,347 | 1,109 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $23,102 | 1,053 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $22,565 | 1,053 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $22,765 | 1,053 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $19,090 | 1,053 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||