Position in WU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$286,131
-$38,309 QoQ
Shares Held
37,160
-0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#214
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $3,614,967,397 across 21 Credit Services names. WU ranks #21 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,072,479 | $1,740,316,816 | |
| 2 | MA |
Mastercard Inc
|
2,117,873 | $1,087,739,569 | |
| 3 | AXP |
American Express Co
|
1,051,681 | $355,731,096 | |
| 4 | COF |
Capital One Financial Corp
|
1,088,879 | $218,450,901 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
6,168,171 | $110,595,302 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,000,919 | $43,219,678 | |
| 7 | SYF |
Synchrony Financial
|
292,602 | $22,252,379 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
130,189 | $10,616,910 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,131 | 37,160 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $324,440 | 37,164 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $308,764 | 33,165 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $207,379 | 25,955 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $297,183 | 35,295 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $496,413 | 46,920 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $443,991 | 41,886 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $980,000 | 82,146 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $562,008 | 45,991 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $725,239 | 51,877 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $618,790 | 51,912 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $621,804 | 47,178 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $5,681,880 | 484,389 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,266,750 | 113,610 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,452,238 | 105,464 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $1,490,886 | 110,436 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,875,652 | 113,883 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,444,725 | 130,455 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $2,342,800 | 131,323 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $53,680,215 | 2,654,808 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $58,043,694 | 2,526,935 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $59,773,174 | 2,423,892 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $61,565,392 | 2,806,080 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $58,741,512 | 2,741,088 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $59,618,789 | 2,757,576 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $52,420,915 | 2,891,391 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||