Position in WU
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$8,730
New position
Shares Held
1,000
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Position in Credit Services
Financial Services · as of Mar 31, 2026Cassaday & Co Wealth Management LLC holds $14,650,715 across 12 Credit Services names. WU ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,768 | $11,112,760 | |
| 2 | COF |
Capital One Financial Corp
|
10,538 | $1,922,447 | |
| 3 | MA |
Mastercard Inc
|
1,739 | $868,908 | |
| 4 | AXP |
American Express Co
|
1,706 | $516,030 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
9,090 | $144,349 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,355 | $61,286 | |
| 7 | WU |
Western Union CO
This page
|
1,000 | $8,730 | |
| 8 | KLAR |
Klarna Group plc
|
500 | $6,545 |
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,730 | 1,000 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||