Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,906,879
-$85,335 QoQ
Shares Held
377,517
+10.1% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#84
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)
Position in Credit Services
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $9,708,431,186 across 43 Credit Services names. WU ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,864,137 | $4,756,646,762 | |
| 2 | MA |
Mastercard Inc
|
4,358,377 | $2,238,462,425 | |
| 3 | AXP |
American Express Co
|
5,963,599 | $2,017,187,359 | |
| 4 | COF |
Capital One Financial Corp
|
1,398,276 | $280,522,129 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
5,885,387 | $105,524,986 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
190,100 | $41,122,431 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
923,757 | $39,887,825 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
389,630 | $31,774,325 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,906,879 | 377,517 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,992,214 | 342,751 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $8,460,088 | 908,710 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,376,278 | 923,189 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,388,529 | 639,968 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,762,859 | 450,176 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,154,389 | 297,584 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,477,656 | 207,683 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,588,085 | 211,791 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,794,307 | 199,879 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $2,232,816 | 187,317 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,894,782 | 143,762 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,047,136 | 259,773 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $2,466,612 | 221,221 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,634,620 | 118,709 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,324,956 | 172,219 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,365,281 | 204,328 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $4,586,482 | 244,743 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,241,697 | 349,871 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,454,700 | 2,396,375 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $55,585,491 | 2,419,917 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,461,399 | 626,983 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $14,915,556 | 679,834 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $14,864,168 | 693,615 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $21,784,332 | 1,007,601 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,699,411 | 1,803,608 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||