Position in WU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$87,810
-$10,795 QoQ
Shares Held
11,404
+1.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $219,491,328 across 10 Credit Services names. WU ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
340,541 | $174,901,857 | |
| 2 | AXP |
American Express Co
|
101,386 | $34,293,814 | |
| 3 | V |
Visa Inc.
|
25,624 | $8,791,338 | |
| 4 | COF |
Capital One Financial Corp
|
3,307 | $663,450 | |
| 5 | SYF |
Synchrony Financial
|
5,584 | $424,663 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,949 | $300,057 | |
| 7 | WU |
Western Union CO
This page
|
11,404 | $87,810 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
1,505 | $26,984 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,810 | 11,404 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $98,605 | 11,295 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $103,992 | 11,170 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $89,248 | 11,170 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $94,051 | 11,170 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $118,178 | 11,170 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $118,402 | 11,170 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $133,258 | 11,170 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $136,497 | 11,170 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $156,156 | 11,170 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $138,748 | 11,640 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $153,415 | 11,640 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $136,537 | 11,640 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $179,180 | 16,070 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $226,241 | 16,430 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $229,500 | 17,000 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $354,105 | 21,500 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $402,910 | 21,500 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $410,320 | 23,000 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $465,060 | 23,000 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $528,310 | 23,000 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $567,180 | 23,000 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $512,057 | 23,339 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $500,154 | 23,339 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $557,558 | 25,789 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $467,554 | 25,789 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||