Foundations Investment Advisors, LLC
EndowmentPosition in WU — Western Union CO
CIK 1743404
PHOENIX, AZ
Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$106,398
-$79,420 QoQ
Shares Held
13,818
-35.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#295
of 479 holders
Holding Since
Sep 2025
4 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, 2026Foundations Investment Advisors, LLC holds $67,360,614 across 8 Credit Services names. WU ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,153 | $32,989,131 | |
| 2 | MA |
Mastercard Inc
|
50,574 | $25,974,805 | |
| 3 | AXP |
American Express Co
|
19,856 | $6,716,291 | |
| 4 | COF |
Capital One Financial Corp
|
4,363 | $875,305 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,698 | $289,219 | |
| 6 | SEZL |
Sezzle Inc.
|
1,206 | $206,985 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
3,321 | $202,480 | |
| 8 | WU |
Western Union CO
This page
|
13,818 | $106,398 |
All Filings in WU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $106,398 | 13,818 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $185,818 | 21,285 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $327,693 | 35,198 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $297,196 | 37,196 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||