Position in WU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$221,582
-$19,269 QoQ
Shares Held
28,777
+4.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 479 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. WU ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
301,198 | $103,338,021 | |
| 2 | MA |
Mastercard Inc
|
84,523 | $43,411,012 | |
| 3 | AXP |
American Express Co
|
81,908 | $27,705,381 | |
| 4 | COF |
Capital One Financial Corp
|
49,919 | $10,014,749 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
219,568 | $3,936,854 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
71,450 | $3,085,211 | |
| 7 | OPFI |
OppFi Inc.
|
189,253 | $1,879,282 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
36,838 | $1,305,170 |
All Filings in WU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,582 | 28,777 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $240,851 | 27,589 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $241,296 | 25,918 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $251,708 | 31,503 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $512,693 | 60,890 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,358,048 | 128,360 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,186,754 | 111,958 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,272,453 | 106,660 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,392,652 | 113,965 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,599,465 | 114,411 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,321,105 | 110,831 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $461,339 | 35,003 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||