Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$623
+$414 QoQ
Shares Held
81
+237.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 479 holders
Holding Since
Mar 2020
15 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, 2026Prestige Wealth Management Group LLC holds $5,893,153 across 15 Credit Services names. WU ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,894 | $3,737,621 | |
| 2 | MA |
Mastercard Inc
|
3,496 | $1,795,544 | |
| 3 | AXP |
American Express Co
|
689 | $233,054 | |
| 4 | ENVA |
Enova International, Inc.
|
272 | $65,478 | |
| 5 | COF |
Capital One Financial Corp
|
113 | $22,670 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
60 | $12,979 | |
| 7 | EZPW |
Ezcorp Inc
|
170 | $5,876 | |
| 8 | NNI |
Nelnet Inc
|
42 | $5,599 |
All Filings in WU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623 | 81 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $209 | 24 | Shares | Other | 2026-05-13 | |
| 2023-09-30 | $2,675 | 203 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $7,228 | 525 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $513 | 38 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $11,561 | 702 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,209 | 865 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $3,585 | 201 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $30,592 | 1,513 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $36,245 | 1,578 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $39,948 | 1,620 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $33,897 | 1,545 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $60,111 | 2,805 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $54,244 | 2,509 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,152 | 1,277 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||