Position in WU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,138,365
+$777,097 QoQ
Shares Held
537,450
+39.6% QoQ
Ownership
0.172%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#69
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $482,911,762 across 21 Credit Services names. WU ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
585,985 | $201,045,593 | |
| 2 | MA |
Mastercard Inc
|
214,090 | $109,956,624 | |
| 3 | AXP |
American Express Co
|
281,382 | $95,177,461 | |
| 4 | COF |
Capital One Financial Corp
|
189,589 | $38,035,345 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
531,211 | $9,524,613 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
173,849 | $7,506,799 | |
| 7 | WU |
Western Union CO
This page
|
537,450 | $4,138,365 | |
| 8 | SEZL |
Sezzle Inc.
|
18,089 | $3,104,615 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,138,365 | 537,450 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,361,268 | 385,025 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $3,283,776 | 352,715 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,399,924 | 300,366 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,461,109 | 529,823 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $5,112,340 | 483,208 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,357,889 | 316,782 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,674,284 | 307,987 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $615,179 | 50,342 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $495,283 | 35,428 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $758,600 | 63,641 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $334,337 | 25,367 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $316,029 | 26,942 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $300,024 | 26,908 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $500,525 | 36,349 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $920,970 | 68,220 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,242,661 | 75,450 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,192,651 | 63,642 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $763,498 | 42,797 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $676,278 | 33,446 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $775,696 | 33,770 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $715,337 | 29,008 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $711,711 | 32,439 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $633,642 | 29,568 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $616,883 | 28,533 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $563,135 | 31,061 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||