Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,205
-$247,931 QoQ
Shares Held
35,741
-40.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#216
of 479 holders
Holding Since
Dec 2022
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, 2026Elevated Capital Advisors, LLC holds $3,685,152 across 9 Credit Services names. WU ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,133 | $1,761,080 | |
| 2 | MA |
Mastercard Inc
|
2,294 | $1,178,198 | |
| 3 | AXP |
American Express Co
|
1,200 | $405,900 | |
| 4 | WU |
Western Union CO
This page
|
35,741 | $275,205 | |
| 5 | COF |
Capital One Financial Corp
|
244 | $48,951 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
500 | $8,965 | |
| 7 | SYF |
Synchrony Financial
|
60 | $4,563 | |
| 8 | ALLY |
Ally Financial Inc.
|
31 | $1,424 |
All Filings in WU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,205 | 35,741 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $523,136 | 59,924 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $480,665 | 51,629 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $454,071 | 56,830 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $491,694 | 58,396 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $617,829 | 58,396 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $629,512 | 59,388 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $641,344 | 53,759 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $608,568 | 49,801 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $610,842 | 43,694 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $472,067 | 39,603 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $449,886 | 34,134 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $401,998 | 34,271 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $324,286 | 29,084 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $374,475 | 27,195 | Shares | Sole | 2023-01-17 | |
| No filing history on record for this holder in this stock. | ||||||