Position in WU
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$14,605
-$402 QoQ
Shares Held
1,673
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Bell Investment Advisors, Inc holds $879,348 across 22 Credit Services names. WU ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,139 | $344,251 | |
| 2 | MA |
Mastercard Inc
|
505 | $252,328 | |
| 3 | AXP |
American Express Co
|
401 | $121,294 | |
| 4 | COF |
Capital One Financial Corp
|
344 | $62,755 | |
| 5 | SYF |
Synchrony Financial
|
243 | $16,528 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
1,005 | $15,959 | |
| 7 | WU |
Western Union CO
This page
|
1,673 | $14,605 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
185 | $9,895 |
All Filings in WU
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,605 | 1,673 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $15,007 | 1,612 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $6,447 | 807 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $12,840 | 1,525 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,273 | 971 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,797 | 1,396 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,259 | 357 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,362 | 357 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $5,913 | 423 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,766 | 316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,667 | 430 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $5,090 | 434 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,129 | 191 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,409 | 175 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,547 | 485 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,762 | 107 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $12,737 | 714 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,365 | 117 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||