Position in WU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,115,388
+$63,815 QoQ
Shares Held
127,765
+13.1% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Derivatives in WU
reported options exposure · as of Mar 31, 2025CallValue
$12,696
CallShares
1,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Mar 31, 2026Beacon Pointe Advisors, LLC holds $192,783,879 across 12 Credit Services names. WU ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
315,826 | $95,455,250 | |
| 2 | MA |
Mastercard Inc
|
74,852 | $37,400,550 | |
| 3 | AXP |
American Express Co
|
90,989 | $27,522,352 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
322,105 | $14,568,809 | |
| 5 | COF |
Capital One Financial Corp
|
73,038 | $13,324,322 | |
| 6 | WU |
Western Union CO
This page
|
127,765 | $1,115,388 | |
| 7 | GDOT |
Green Dot Corp
|
87,663 | $983,578 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
50,901 | $808,307 |
All Filings in WU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,115,388 | 127,765 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,051,573 | 112,951 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $866,259 | 108,418 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $934,628 | 111,001 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $426,448 | 40,307 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $12,696 | 1,200 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $425,272 | 40,120 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $881,937 | 73,926 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $901,176 | 73,746 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,179,478 | 84,369 | Shares | Sole | 2024-05-14 | |
| 2024-03-31 | $16,776 | 1,200 | Call | Sole | 2024-05-14 | |
| 2023-12-31 | $1,192 | 100 | Call | Sole | 2024-02-08 | |
| 2023-12-31 | $1,022,223 | 85,757 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,318 | 100 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $1,156,834 | 87,772 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||