Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,743,369
-$15,765,704 QoQ
Shares Held
2,304,334
-40.0% QoQ
Ownership
0.739%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Derivatives in WU
reported options exposure · as of Mar 31, 2022CallValue
$0
CallShares
0
PutValue
$6,159,838
PutShares
328,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $17,858,586,905 across 39 Credit Services names. WU ranks #21 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,172,097 | $7,950,114,756 | |
| 2 | AXP |
American Express Co
|
7,969,555 | $2,695,701,975 | |
| 3 | MA |
Mastercard Inc
|
4,827,969 | $2,479,644,876 | |
| 4 | COF |
Capital One Financial Corp
|
7,154,376 | $1,435,310,911 | |
| 5 | SYF |
Synchrony Financial
|
14,766,088 | $1,122,960,988 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
22,592,936 | $975,562,974 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,146,721 | $248,058,685 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
2,840,260 | $231,623,199 |
All Filings in WU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,743,369 | 2,304,334 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $33,509,073 | 3,838,382 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $24,902,432 | 2,674,805 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,247,986 | 1,908,384 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $22,488,849 | 2,670,885 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,991,531 | 1,795,041 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,581,877 | 620,932 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $49,667,068 | 4,163,208 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $16,217,390 | 1,327,119 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,110,642 | 1,366,999 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $12,297,478 | 1,031,668 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $13,772,621 | 1,044,964 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $12,355,780 | 1,053,349 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $20,226,275 | 1,814,016 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $22,232,350 | 1,614,550 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $24,882,658 | 1,843,160 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $30,787,120 | 1,869,285 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $19,721,447 | 1,052,372 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $6,159,838 | 328,700 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $22,451,441 | 1,258,489 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $5,864,008 | 328,700 | Put | Defined | 2022-02-08 | |
| 2021-09-30 | $22,513,752 | 1,113,440 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $21,396,989 | 931,519 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $37,490,349 | 1,520,290 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $17,459,125 | 795,767 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $26,320,621 | 1,228,214 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,195,847 | 1,119,142 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $23,350,928 | 1,287,972 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||