Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$236,667
-$47,450 QoQ
Shares Held
30,736
-5.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#230
of 479 holders
Holding Since
Mar 2025
6 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, 2026MPWM ADVISORY SOLUTIONS, LLC holds $1,000,453 across 7 Credit Services names. WU ranks #2 (23.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,147 | $736,614 | |
| 2 | WU |
Western Union CO
This page
|
30,736 | $236,667 | |
| 3 | MA |
Mastercard Inc
|
30 | $15,408 | |
| 4 | AXP |
American Express Co
|
21 | $7,103 | |
| 5 | COF |
Capital One Financial Corp
|
12 | $2,407 | |
| 6 | SOFI |
SoFi Technologies, Inc.
|
80 | $1,434 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
19 | $820 |
All Filings in WU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,667 | 30,736 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $284,117 | 32,545 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $301,141 | 32,346 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $219,836 | 27,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $124,784 | 14,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $145,813 | 13,782 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||