Global Retirement Partners, LLC
PensionPosition in WU — Western Union CO
CIK 1749744
San Rafael, CA
Position in WU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$122,175
-$65,523 QoQ
Shares Held
15,867
-21.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#282
of 479 holders
Holding Since
Mar 2020
19 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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. WU ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in WU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,175 | 15,867 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $187,698 | 20,161 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $13,598 | 1,702 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,472 | 1,600 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $16,960 | 1,600 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $22,774 | 1,909 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $23,071 | 1,888 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $405 | 29 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,051 | 256 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $382 | 29 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $340 | 29 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $8,763 | 786 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $11,263 | 818 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,254 | 167 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,865 | 174 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $580 | 31 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $930 | 46 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $160 | 7 | Shares | Sole | 2021-07-15 | |
| 2020-03-31 | $1,124 | 62 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||