Position in WU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$77,277
-$22,524 QoQ
Shares Held
10,036
-12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 479 holders
Holding Since
Mar 2020
24 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, 2026TRUIST FINANCIAL CORP holds $918,555,543 across 18 Credit Services names. WU ranks #18 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,558,525 | $534,714,341 | |
| 2 | COF |
Capital One Financial Corp
|
660,304 | $132,470,187 | |
| 3 | MA |
Mastercard Inc
|
238,146 | $122,311,784 | |
| 4 | AXP |
American Express Co
|
322,852 | $109,204,688 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
49,959 | $4,074,156 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
94,319 | $4,072,693 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
218,677 | $3,920,878 | |
| 8 | ALLY |
Ally Financial Inc.
|
53,569 | $2,461,495 |
All Filings in WU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,277 | 10,036 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $99,801 | 11,432 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $95,623 | 10,271 | Shares | Defined | 2026-02-02 | |
| 2025-03-31 | $161,799 | 15,293 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $214,098 | 20,198 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $265,584 | 22,262 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,206,564 | 98,737 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $1,912,084 | 136,773 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,919,416 | 161,025 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,522,031 | 191,353 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $672,385 | 57,322 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $494,133 | 44,317 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $533,642 | 38,754 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $606,041 | 44,892 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,002,774 | 60,885 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,210,095 | 64,573 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,110,878 | 62,269 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,407,775 | 69,623 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,347,120 | 58,647 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,428,639 | 260,691 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,667,999 | 258,341 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $5,323,125 | 248,396 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $5,474,699 | 253,224 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $4,614,554 | 254,526 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||