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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's TRU Position: Q1 2026 in Review

Allworth Financial increased its TransUnion (TRU) stake by 52% in Q1 2026, buying an estimated $82.1K and bringing the position to 3,129 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

Allworth Financial first reported a position in TRU in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.22M in Q2 2023. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Allworth Financial held 3,129 shares of TransUnion worth $216K as of Q1 2026.
  • Allworth Financial bought 1,073 TransUnion shares in Q1 2026, an estimated $82.1K.
  • TransUnion made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1357 holding.
  • Allworth Financial first reported a position in TransUnion in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's TransUnion position peaked at $1.22M in Q2 2023.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.