Position in WU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,341
-$334 QoQ
Shares Held
434
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 479 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Lodestone Wealth Management LLC holds $6,343,167 across 8 Credit Services names. WU ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
8,743 | $2,957,319 | |
| 2 | V |
Visa Inc.
|
5,375 | $1,844,108 | |
| 3 | CACC |
Credit Acceptance Corp
|
1,537 | $978,668 | |
| 4 | MA |
Mastercard Inc
|
512 | $262,963 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
10,831 | $194,199 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2,092 | $90,332 | |
| 7 | COF |
Capital One Financial Corp
|
61 | $12,237 | |
| 8 | WU |
Western Union CO
This page
|
434 | $3,341 |
All Filings in WU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,341 | 434 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,675 | 421 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,817 | 410 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||