Position in WU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$7,700
-$1,030 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 479 holders
Holding Since
Mar 2026
2 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, 2026Cassaday & Co Wealth Management LLC holds $16,160,558 across 11 Credit Services names. WU ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,033 | $12,362,561 | |
| 2 | COF |
Capital One Financial Corp
|
10,570 | $2,120,553 | |
| 3 | MA |
Mastercard Inc
|
1,732 | $889,555 | |
| 4 | AXP |
American Express Co
|
1,647 | $557,097 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
9,000 | $161,370 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,177 | $50,822 | |
| 7 | WU |
Western Union CO
This page
|
1,000 | $7,700 | |
| 8 | PRAA |
Pra Group Inc
|
300 | $5,697 |
All Filings in WU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,700 | 1,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,730 | 1,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||