Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$202,356
-$25,872 QoQ
Shares Held
26,280
+0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#244
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,834,793,987 across 21 Credit Services names. WU ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,173,435 | $1,088,773,810 | |
| 2 | MA |
Mastercard Inc
|
645,484 | $331,520,579 | |
| 3 | AXP |
American Express Co
|
796,096 | $269,279,469 | |
| 4 | COF |
Capital One Financial Corp
|
483,436 | $96,986,928 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
242,279 | $10,461,606 | |
| 6 | SYF |
Synchrony Financial
|
136,103 | $10,350,631 | |
| 7 | ALLY |
Ally Financial Inc.
|
111,678 | $5,131,602 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
45,980 | $3,749,668 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,356 | 26,280 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $228,228 | 26,143 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $238,727 | 25,642 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $440,520 | 55,134 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $443,119 | 52,627 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $152,933 | 14,455 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $129,616 | 12,228 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $154,910 | 12,985 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $945,326 | 77,359 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,355,751 | 96,978 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,310,972 | 109,981 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $563,234 | 42,734 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $364,556 | 31,079 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $347,121 | 31,132 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $542,565 | 39,402 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $682,735 | 50,573 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $947,057 | 57,502 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $3,668,221 | 195,743 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,131,311 | 175,522 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,312,095 | 163,803 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,647,495 | 158,794 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,612,318 | 146,485 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,998,118 | 91,072 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,189,717 | 102,180 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,319,609 | 107,290 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,942,954 | 107,168 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||