Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$175,544
New position
Shares Held
22,798
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#248
of 479 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 95%
Shared 0%
None 5%
Position in Credit Services
Financial Services · as of Jun 30, 2026EVOLVE PRIVATE WEALTH, LLC holds $25,801,854 across 13 Credit Services names. WU ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
33,795 | $6,779,952 | |
| 2 | SYF |
Synchrony Financial
|
74,730 | $5,683,216 | |
| 3 | AXP |
American Express Co
|
15,292 | $5,172,519 | |
| 4 | V |
Visa Inc.
|
7,084 | $2,430,449 | |
| 5 | MA |
Mastercard Inc
|
3,925 | $2,015,880 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
9,419 | $1,020,548 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
40,503 | $726,218 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
2,470 | $534,310 |
All Filings in WU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,544 | 22,798 | Shares | Defined | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||