Position in TREE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,030
-$4,202 QoQ
Shares Held
91
-52.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#164
of 188 holders
Holding Since
Sep 2020
8 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in TREE Over Time
Shares Held
Position Value (USD)
Position in Financial Conglomerates
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $1,043,261 across 5 Financial Conglomerates names. TREE ranks #4 (0.4% of the industry book) .
All Filings in TREE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,030 | 91 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,232 | 192 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,070 | 39 | Shares | Defined | 2026-03-17 | |
| 2022-06-30 | $2,892 | 66 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,154 | 18 | Shares | Defined | 2022-05-13 | |
| 2021-03-31 | $10,224 | 48 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $6,297 | 23 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,751 | 22 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||