Position in WU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,561,448
+$2,940,518 QoQ
Shares Held
3,579,409
+26.9% QoQ
Ownership
1.15%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#19
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $8,813,044,107 across 30 Credit Services names. WU ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,349,842 | $4,237,107,288 | |
| 2 | MA |
Mastercard Inc
|
5,038,961 | $2,588,010,366 | |
| 3 | AXP |
American Express Co
|
2,394,292 | $809,869,266 | |
| 4 | COF |
Capital One Financial Corp
|
2,186,930 | $438,741,894 | |
| 5 | SYF |
Synchrony Financial
|
4,512,851 | $343,202,317 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
723,193 | $58,976,387 | |
| 7 | KLAR |
Klarna Group plc
|
2,498,021 | $50,559,944 | |
| 8 | ALLY |
Ally Financial Inc.
|
913,404 | $41,970,913 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,561,448 | 3,579,409 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $24,620,930 | 2,820,267 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $27,246,952 | 2,926,633 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $25,134,030 | 3,145,686 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $34,754,027 | 4,127,557 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $29,062,645 | 2,746,942 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $27,855,166 | 2,627,846 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,351,375 | 1,957,366 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $7,955,304 | 651,007 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $25,571,851 | 1,829,174 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $20,271,627 | 1,700,640 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $14,301,656 | 1,085,103 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $13,268,001 | 1,131,117 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,530,659 | 1,931,001 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $30,038,991 | 2,181,481 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $30,108,023 | 2,230,224 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,680,343 | 2,287,817 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $46,447,068 | 2,478,499 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,408,273 | 2,545,307 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,338,583 | 214,569 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,225,647 | 358,104 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $21,328,727 | 864,912 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,186,633 | 509,874 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,757,537 | 501,985 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,575,638 | 489,160 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,965,711 | 329,052 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||