Position in WU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,242,732
-$304,070 QoQ
Shares Held
291,264
-0.2% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WU Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $840,325,582 across 28 Credit Services names. WU ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,393,950 | $478,250,303 | |
| 2 | AXP |
American Express Co
|
344,664 | $116,582,595 | |
| 3 | MA |
Mastercard Inc
|
188,455 | $96,790,485 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,011,123 | $43,660,288 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
155,557 | $33,650,089 | |
| 6 | COF |
Capital One Financial Corp
|
117,796 | $23,632,231 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
929,800 | $16,671,313 | |
| 8 | SLM |
SLM Corp
|
552,277 | $14,326,064 |
All Filings in WU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,242,732 | 291,264 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,546,802 | 291,730 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,711,667 | 291,264 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $2,327,295 | 291,276 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,249,487 | 267,160 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,552,657 | 241,272 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,810,430 | 265,135 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $906,798 | 76,010 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,113,459 | 254,784 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,016,834 | 72,735 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $858,727 | 72,041 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $954,666 | 72,433 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $852,137 | 72,646 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $712,640 | 63,914 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $881,775 | 64,036 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $789,169 | 58,457 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $768,011 | 46,631 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $709,702 | 37,871 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $555,840 | 31,157 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $408,282 | 20,192 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $443,941 | 19,327 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $404,325 | 16,396 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $389,478 | 17,752 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $390,433 | 18,219 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $443,015 | 20,491 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $380,512 | 20,988 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||