Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$25,734,774
-$14,590,096 QoQ
Shares Held
3,342,179
-27.6% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $9,774,646,920 across 28 Credit Services names. WU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,486,449 | $3,597,795,780 | |
| 2 | COF |
Capital One Financial Corp
|
13,440,351 | $2,696,403,211 | |
| 3 | MA |
Mastercard Inc
|
5,212,956 | $2,677,374,196 | |
| 4 | AXP |
American Express Co
|
782,716 | $264,753,683 | |
| 5 | ENVA |
Enova International, Inc.
|
563,498 | $135,650,870 | |
| 6 | SYF |
Synchrony Financial
|
1,246,530 | $94,798,603 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
823,185 | $89,192,091 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
1,594,691 | $68,858,753 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,734,774 | 3,342,179 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $40,324,870 | 4,619,115 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $25,480,107 | 2,736,854 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $12,542,124 | 1,569,728 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,788,467 | 1,993,880 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $19,539,680 | 1,846,851 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,071,574 | 1,138,828 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $13,162,317 | 1,103,296 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $12,488,261 | 1,021,953 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $16,430,620 | 1,175,295 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,025,123 | 841,034 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $9,253,926 | 702,119 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,247,296 | 788,346 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $11,452,798 | 1,027,157 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,171,048 | 593,395 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $7,770,639 | 575,603 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,737,518 | 105,496 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $9,732,992 | 519,370 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,302,603 | 73,016 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,324,045 | 65,482 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,026,252 | 44,678 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,513,407 | 61,371 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,840,479 | 83,887 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,140,338 | 193,203 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,092,328 | 143,031 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,404,544 | 132,628 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||