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Allworth Financial’s TransUnion TRU Stock Holding History

Allworth Financial’s Portfolio TRU Stock Details TRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$132K Sell
1,834
-1,295
-41% -$90.8K ﹤0.01% 1767
2026
Q1 		$216K Buy
3,129
+1,073
+52% +$82.1K ﹤0.01% 1357
2025
Q4 		$176K Buy
2,056
+203
+11% +$16.7K ﹤0.01% 1405
2025
Q3 		$155K Sell
1,853
-745
-29% -$67.6K ﹤0.01% 1435
2025
Q2 		$229K Buy
2,598
+70
+3% +$5.84K ﹤0.01% 1125
2025
Q1 		$208K Sell
2,528
-127
-5% -$11.6K ﹤0.01% 936
2024
Q4 		$255K Sell
2,655
-1,157
-30% -$117K ﹤0.01% 873
2024
Q3 		$399K Sell
3,812
-179
-4% -$16.1K ﹤0.01% 635
2024
Q2 		$310K Sell
3,991
-9,434
-70% -$704K ﹤0.01% 688
2024
Q1 		$1.07M Sell
13,425
-139
-1% -$10.2K 0.01% 399
2023
Q4 		$932K Sell
13,564
-85
-0.6% -$5.18K 0.01% 419
2023
Q3 		$980K Sell
13,649
-1,952
-13% -$153K 0.01% 386
2023
Q2 		$1.22M Buy
15,601
+15,213
+3,921% +$1.05M 0.01% 353
2023
Q1 		$24.1K Buy
388
+93
+32% +$6.09K ﹤0.01% 1355
2022
Q4 		$16.7K Sell
295
-389
-57% -$22.8K ﹤0.01% 1456
2022
Q3 		$41K Sell
684
-129
-16% -$9.92K ﹤0.01% 1033
2022
Q2 		$65K Buy
813
+139
+21% +$12K ﹤0.01% 824
2022
Q1 		$70K Sell
674
-134
-17% -$13.6K ﹤0.01% 805
2021
Q4 		$96K Sell
808
-49
-6% -$5.62K ﹤0.01% 690
2021
Q3 		$96K Buy
+857
New +$101K ﹤0.01% 628

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's TRU Position: Q2 2026 in Review

Allworth Financial reduced its TransUnion (TRU) stake by 41% in Q2 2026, selling an estimated $90.8K and leaving 1,834 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Allworth Financial first reported a position in TRU in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.22M in Q2 2023. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Allworth Financial held 1,834 shares of TransUnion worth $132K as of Q2 2026.
  • Allworth Financial sold 1,295 TransUnion shares in Q2 2026, an estimated $90.8K.
  • TransUnion made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1767 holding.
  • Allworth Financial first reported a position in TransUnion in Q3 2021 and has held it in 20 quarters since.
  • Allworth Financial's TransUnion position peaked at $1.22M in Q2 2023.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.