Position in WU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,168,389
-$291,663 QoQ
Shares Held
281,609
-0.1% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#97
of 479 holders
Holding Since
Jun 2024
8 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, 2026Optimist Retirement Group LLC holds $2,168,389 across 1 Credit Services name. WU ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WU |
Western Union CO
This page
|
281,609 | $2,168,389 |
All Filings in WU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,168,389 | 281,609 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,460,052 | 281,793 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,977,183 | 212,372 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,273,418 | 284,533 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,922,201 | 228,290 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $228,908 | 21,636 | Shares | Sole | 2025-05-05 | |
| 2024-09-30 | $244,278 | 20,476 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $250,216 | 20,476 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||