Position in WU
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$873
+$861 QoQ
Shares Held
100
+9900.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
8 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, 2026TFC Financial Management, Inc. holds $2,415,641 across 14 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,553 | $1,311,220 | |
| 2 | V |
Visa Inc.
|
2,184 | $749,308 | |
| 3 | AXP |
American Express Co
|
855 | $289,203 | |
| 4 | SOFI |
SoFi Technologies, Inc.
|
1,476 | $26,464 | |
| 5 | SYF |
Synchrony Financial
|
232 | $17,643 | |
| 6 | COF |
Capital One Financial Corp
|
76 | $15,247 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
105 | $4,533 | |
| 8 | SLM |
SLM Corp
|
26 | $674 |
All Filings in WU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873 | 100 | Shares | Sole | 2026-04-23 | |
| 2024-06-30 | $12 | 1 | Shares | Sole | 2024-07-23 | |
| 2021-12-31 | $749 | 42 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $849 | 42 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $964 | 42 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,035 | 42 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $921 | 42 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $900 | 42 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||