Steward Partners Investment Advisory, LLC
Position in WU — Western Union CO
CIK 1723397
STAMFORD, CT
Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$20,959
-$4,689 QoQ
Shares Held
2,722
-7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#353
of 479 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $222,082,417 across 28 Credit Services names. WU ranks #19 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
|
8,682 | $1,490,091 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,959 | 2,722 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $25,648 | 2,938 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $28,274 | 3,037 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $22,372 | 2,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $32,467 | 3,856 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $34,681 | 3,278 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $34,746 | 3,278 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $39,225 | 3,288 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $411,581 | 33,681 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $50,132 | 3,586 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $42,745 | 3,586 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $45,971 | 3,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $29,184 | 2,488 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $32,892 | 2,950 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $40,621 | 2,950 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,825 | 2,950 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $48,899 | 2,969 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $55,639 | 2,969 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $52,966 | 2,969 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $62,055 | 3,069 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,906 | 3,174 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $93,017 | 3,772 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $80,607 | 3,674 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $77,362 | 3,610 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $77,161 | 3,569 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $62,874 | 3,468 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||