Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,156
-$17,626 QoQ
Shares Held
280
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#420
of 479 holders
Holding Since
Dec 2021
17 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, 2026UMB Bank, n.a. holds $113,739,726 across 22 Credit Services names. WU ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
102,035 | $52,405,175 | |
| 2 | V |
Visa Inc.
|
140,088 | $48,062,791 | |
| 3 | AXP |
American Express Co
|
26,157 | $8,847,605 | |
| 4 | COF |
Capital One Financial Corp
|
12,990 | $2,606,053 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
32,587 | $584,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
8,601 | $371,390 | |
| 7 | SYF |
Synchrony Financial
|
3,399 | $258,493 | |
| 8 | ALLY |
Ally Financial Inc.
|
3,610 | $165,878 |
All Filings in WU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,156 | 280 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $19,782 | 2,266 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,612 | 2,214 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,708 | 3,593 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,386 | 996 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $34,533 | 3,264 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $19,196 | 1,811 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,797 | 486 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $1,209 | 99 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,467 | 105 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $656 | 56 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $624 | 56 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1 | 56 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $17,617 | 1,305 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $20,867 | 1,267 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $23,743 | 1,267 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $49,559 | 2,778 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||