Position in WU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$89,272
-$217,918 QoQ
Shares Held
10,226
-60.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $50,091,237 across 9 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,859 | $20,880,113 | |
| 2 | MA |
Mastercard Inc
|
17,897 | $9,191,898 | |
| 3 | AXP |
American Express Co
|
19,960 | $6,751,469 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
149,424 | $6,452,127 | |
| 5 | COF |
Capital One Financial Corp
|
17,772 | $3,565,418 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
113,587 | $2,036,614 | |
| 7 | SYF |
Synchrony Financial
|
6,219 | $472,954 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,191 | $438,434 |
All Filings in WU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,272 | 10,226 | Shares | Sole | 2026-05-18 | |
| 2023-12-31 | $307,190 | 25,771 | Shares | Sole | 2024-01-24 | |
| 2021-09-30 | $1,860 | 92 | Shares | Sole | 2021-10-19 | |
| 2020-03-31 | $163 | 9 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||