Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,848
-$23,383 QoQ
Shares Held
2,318
-50.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 479 holders
Holding Since
Dec 2023
11 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, 2026Larson Financial Group LLC holds $22,817,037 across 31 Credit Services names. WU ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,515 | $10,469,391 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
73,792 | $4,499,098 | |
| 3 | MA |
Mastercard Inc
|
7,248 | $3,722,572 | |
| 4 | AXP |
American Express Co
|
5,081 | $1,718,648 | |
| 5 | COF |
Capital One Financial Corp
|
4,011 | $804,686 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,472 | $322,640 | |
| 7 | SYF |
Synchrony Financial
|
3,731 | $283,742 | |
| 8 | SEZL |
Sezzle Inc.
|
1,196 | $205,269 |
All Filings in WU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,848 | 2,318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,231 | 4,723 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $25,649 | 2,755 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $23,266 | 2,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,798 | 1,520 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $15,922 | 1,505 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,285 | 1,725 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $19,028 | 1,595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $18,391 | 1,505 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $69 | 5 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $59 | 5 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||