Position in WU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$255,362
+$51,238 QoQ
Shares Held
33,164
+41.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#223
of 479 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $24,299,708 across 11 Credit Services names. WU ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,358 | $10,415,526 | |
| 2 | AXP |
American Express Co
|
13,889 | $4,697,954 | |
| 3 | MA |
Mastercard Inc
|
8,464 | $4,347,110 | |
| 4 | COF |
Capital One Financial Corp
|
6,742 | $1,352,580 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
57,961 | $1,039,240 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
14,900 | $527,907 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
11,204 | $483,788 | |
| 8 | CACC |
Credit Acceptance Corp
|
750 | $477,555 |
All Filings in WU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,362 | 33,164 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $204,124 | 23,382 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $204,149 | 21,928 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $151,250 | 18,930 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $352,503 | 41,865 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $510,918 | 48,291 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $551,337 | 52,013 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $616,506 | 51,677 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $601,578 | 49,229 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $255,624 | 18,285 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||