FFA
TRU icon

Farther Finance Advisors’s TransUnion TRU Stock Holding History

Farther Finance Advisors’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
Q3 		$50.7K Sell
829
-95
-10% -$7.41K ﹤0.01% 3413
2026
Q2 		$66.6K Sell
924
-208
-18% -$14.6K ﹤0.01% 3020
2026
Q1 		$77.9K Buy
1,132
+88
+8% +$6.74K ﹤0.01% 2686
2025
Q4 		$89.5K Buy
1,044
+434
+71% +$35.7K ﹤0.01% 2414
2025
Q3 		$51.1K Buy
610
+118
+24% +$10.7K ﹤0.01% 2430
2025
Q2 		$43.3K Buy
492
+19
+4% +$1.58K ﹤0.01% 2203
2025
Q1 		$39.6K Sell
473
-13
-3% -$1.19K ﹤0.01% 2013
2024
Q4 		$45K Sell
486
-33
-6% -$3.34K ﹤0.01% 1713
2024
Q3 		$54.3K Sell
519
-27
-5% -$2.43K ﹤0.01% 1599
2024
Q2 		$39.7K Buy
546
+60
+12% +$4.48K ﹤0.01% 1513
2024
Q1 		$38.4K Sell
486
-62
-11% -$4.54K ﹤0.01% 1272
2023
Q4 		$37.6K Buy
548
+235
+75% +$14.3K ﹤0.01% 1138
2023
Q3 		$22.4K Buy
313
+65
+26% +$5.1K ﹤0.01% 1054
2023
Q2 		$19.4K Buy
248
+201
+428% +$13.9K ﹤0.01% 1013
2023
Q1 		$2.92K Buy
47
+39
+488% +$2.55K ﹤0.01% 1509
2022
Q4 		$454 Buy
+8
New +$469 ﹤0.01% 1849

Other funds holding TRU

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's TRU Position: Q3 2026 in Review

Farther Finance Advisors reduced its TransUnion (TRU) stake by 10% in Q3 2026, selling an estimated $7.41K and leaving 829 shares worth $50.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Farther Finance Advisors first reported a position in TRU in Q4 2022 and has held it in 16 quarters since. The position peaked at $89.5K in Q4 2025. 19 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Farther Finance Advisors held 829 shares of TransUnion worth $50.7K as of Q3 2026.
  • Farther Finance Advisors sold 95 TransUnion shares in Q3 2026, an estimated $7.41K.
  • TransUnion made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3413 holding.
  • Farther Finance Advisors first reported a position in TransUnion in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's TransUnion position peaked at $89.5K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.