Position in WU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$246
-$670 QoQ
Shares Held
32
-69.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#462
of 479 holders
Holding Since
Dec 2023
9 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, 2026Bruce G. Allen Investments, LLC holds $714,847 across 15 Credit Services names. WU ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
3,541 | $152,900 | |
| 2 | V |
Visa Inc.
|
430 | $147,528 | |
| 3 | AXP |
American Express Co
|
408 | $138,006 | |
| 4 | COF |
Capital One Financial Corp
|
683 | $137,023 | |
| 5 | MA |
Mastercard Inc
|
191 | $98,097 | |
| 6 | SYF |
Synchrony Financial
|
211 | $16,046 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
123 | $10,030 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
84 | $5,121 |
All Filings in WU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246 | 32 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $916 | 105 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,135 | 122 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $1,184 | 112 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $805 | 76 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $572 | 48 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $684 | 56 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,370 | 98 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $786 | 66 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||