Position in WU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$31,939
-$4,927 QoQ
Shares Held
4,148
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 479 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $29,534,547 across 7 Credit Services names. WU ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
23,948 | $12,299,692 | |
| 2 | V |
Visa Inc.
|
30,516 | $10,469,734 | |
| 3 | AXP |
American Express Co
|
18,631 | $6,301,935 | |
| 4 | COF |
Capital One Financial Corp
|
2,082 | $417,690 | |
| 5 | WU |
Western Union CO
This page
|
4,148 | $31,939 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
39 | $7,771 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
134 | $5,786 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,939 | 4,148 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $36,866 | 4,223 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $39,502 | 4,243 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $40,804 | 5,107 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $45,316 | 5,382 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $61,173 | 5,782 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $85,658 | 8,081 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $97,289 | 8,155 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $101,291 | 8,289 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $148,006 | 10,587 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $139,332 | 11,689 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $180,539 | 13,698 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $186,389 | 15,890 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $280,299 | 25,139 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $438,285 | 31,829 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $439,546 | 32,559 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $600,265 | 36,446 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $721,921 | 38,523 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $713,564 | 39,998 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,013,830 | 50,140 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,315,744 | 57,281 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $1,523,223 | 61,769 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $1,470,462 | 67,022 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $1,505,200 | 70,238 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $1,843,926 | 85,288 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $1,601,259 | 88,321 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||