Position in WU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$266,112
-$34,959 QoQ
Shares Held
34,560
+0.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#220
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. WU ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
This page
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
|
13,860 | $248,509 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,112 | 34,560 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $301,071 | 34,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $321,073 | 34,487 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $278,195 | 34,818 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $316,667 | 37,609 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $397,670 | 37,587 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $365,562 | 34,487 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $411,429 | 34,487 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $421,675 | 34,507 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $482,407 | 34,507 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $411,323 | 34,507 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $454,802 | 34,507 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $404,767 | 34,507 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $384,753 | 34,507 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $475,161 | 34,507 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $465,844 | 34,507 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $568,330 | 34,507 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $646,661 | 34,507 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $615,604 | 34,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $716,758 | 35,448 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $814,240 | 35,448 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $874,147 | 35,448 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $777,729 | 35,448 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $739,485 | 34,507 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $771,985 | 35,707 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $281,015 | 15,500 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||