Principle Wealth Partners LLC

Position in WU — Western Union CO

CIK 1743413 MADISON, CT

Position in WU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$135,004

-$18,059 QoQ

Shares Held

17,533

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#270

of 479 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $19,693,942 across 6 Credit Services names. WU ranks #6 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,387	$13,170,195
2	MA	Mastercard Inc	5,800	$2,978,880
3	AXP	American Express Co	8,662	$2,929,921
4	COF	Capital One Financial Corp	1,270	$254,787
5	ALLY	Ally Financial Inc.	4,900	$225,155
6	WU	Western Union CO This page	17,533	$135,004

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$135,004	17,533	0.0%	Shares	Defined	2026-08-07
2026-03-31	$153,063	17,533	0.0%	Shares	Defined	2026-05-07
2025-12-31	$163,232	17,533	0.0%	Shares	Defined	2026-02-06
2025-09-30	$140,088	17,533	0.0%	Shares	Defined	2025-11-03
2025-06-30	$147,627	17,533	-9.9%	Shares	Defined	2025-07-30
2025-03-31	$205,855	19,457	+36.8%	Shares	Defined	2025-05-06
2024-09-30	$169,668	14,222	0.0%	Shares	Defined	2024-11-13
2024-03-31	$198,823	14,222	+5.2%	Shares	Defined	2024-04-23
2023-12-31	$161,158	13,520	0.0%	Shares	Defined	2024-02-05
2023-09-30	$178,193	13,520	-13.5%	Shares	Defined	2023-11-01
2023-06-30	$183,339	15,630	0.0%	Shares	Defined	2023-07-31
2023-03-31	$174,274	15,630	0.0%	Shares	Defined	2023-05-10
2022-12-31	$215,225	15,630	+1.3%	Shares	Defined	2023-02-02
2022-09-30	$208,305	15,430	0.0%	Shares	Defined	2022-11-14
2022-06-30	$254,132	15,430	0.0%	Shares	Defined	2022-08-02
2022-03-31	$289,158	15,430	0.0%	Shares	Defined	2022-05-12
2021-12-31	$275,271	15,430	—	Shares	Defined	2022-02-11
No filing history on record for this holder in this stock.