Position in WU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$347,670
-$19,173 QoQ
Shares Held
45,152
+7.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#200
of 479 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $369,746,275 across 18 Credit Services names. WU ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
474,388 | $162,757,778 | |
| 2 | MA |
Mastercard Inc
|
174,903 | $89,830,180 | |
| 3 | AXP |
American Express Co
|
135,374 | $45,790,255 | |
| 4 | COF |
Capital One Financial Corp
|
196,261 | $39,373,881 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
416,819 | $7,473,564 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
148,993 | $6,433,517 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
106,965 | $3,789,769 | |
| 8 | SYF |
Synchrony Financial
|
46,066 | $3,503,319 |
All Filings in WU
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,670 | 45,152 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $366,843 | 42,021 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $341,174 | 36,646 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $203,505 | 25,470 | Shares | Defined | 2025-11-14 | |
| 2025-03-31 | $425,379 | 40,206 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $345,019 | 32,549 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $348,403 | 29,204 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $304,974 | 24,957 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $427,312 | 30,566 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $743,462 | 62,371 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $246,202 | 18,680 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $203,421 | 17,342 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $202,088 | 14,676 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $433,728 | 32,128 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $464,717 | 28,216 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $470,111 | 25,086 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $398,135 | 22,317 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $213,866 | 10,577 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $292,689 | 11,869 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $262,292 | 11,955 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||