Position in WU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$185,801
-$161,033 QoQ
Shares Held
24,130
-39.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#247
of 479 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $1,341,214,546 across 22 Credit Services names. WU ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,677,977 | $575,697,128 | |
| 2 | MA |
Mastercard Inc
|
1,682,183 | $351,372,673 | |
| 3 | AXP |
American Express Co
|
4,771,292 | $253,386,226 | |
| 4 | COF |
Capital One Financial Corp
|
488,576 | $98,018,117 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
9,664,262 | $20,757,666 | |
| 6 | SYF |
Synchrony Financial
|
196,888 | $13,847,570 | |
| 7 | ALLY |
Ally Financial Inc.
|
293,699 | $10,216,364 | |
| 8 | ENVA |
Enova International, Inc.
|
14,610 | $3,517,065 |
All Filings in WU
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,801 | 24,130 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $346,834 | 39,729 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $424,917 | 45,641 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $221,426 | 27,713 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $179,480 | 21,316 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $432,753 | 40,903 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $577,667 | 54,497 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $641,774 | 53,795 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $694,400 | 56,825 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $805,806 | 57,640 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $690,846 | 57,957 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $726,810 | 55,145 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $604,188 | 51,508 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $124,032 | 11,124 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||