JWA
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JFS Wealth Advisors’s TransUnion TRU Stock Holding History

JFS Wealth 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
Q2 		$6.93K Sell
96
-12
-11% -$841 ﹤0.01% 1158
2026
Q1 		$7.47K Buy
108
+7
+7% +$536 ﹤0.01% 1058
2025
Q4 		$8.66K Buy
101
+44
+77% +$3.62K ﹤0.01% 1037
2025
Q3 		$4.78K Sell
57
-1
-2% -$91 ﹤0.01% 1129
2025
Q2 		$5.1K Sell
58
-13
-18% -$1.08K ﹤0.01% 1079
2025
Q1 		$5.89K Sell
71
-37
-34% -$3.38K ﹤0.01% 1059
2024
Q4 		$10K Buy
108
+51
+89% +$5.17K ﹤0.01% 849
2024
Q3 		$5.97K Buy
57
+3
+6% +$270 ﹤0.01% 1058
2024
Q2 		$4K Hold
54
– – ﹤0.01% 1160
2024
Q1 		$4.31K Hold
54
– – ﹤0.01% 1153
2023
Q4 		$3.71K Sell
54
-40
-43% -$2.44K ﹤0.01% 1173
2023
Q3 		$6.75K Buy
94
+11
+13% +$862 ﹤0.01% 870
2023
Q2 		$6.5K Hold
83
– – ﹤0.01% 891
2023
Q1 		$5.16K Buy
83
+15
+22% +$982 ﹤0.01% 974
2022
Q4 		$3.86K Buy
68
+67
+6,700% +$3.93K ﹤0.01% 1095
2022
Q3 		$0 Sell
1
-94
-99% -$7.23K ﹤0.01% 1928
2022
Q2 		$8K Buy
95
+45
+90% +$3.87K ﹤0.01% 846
2022
Q1 		$5K Buy
50
+28
+127% +$2.84K ﹤0.01% 1071
2021
Q4 		$3K Buy
+22
New +$2.52K ﹤0.01% 997

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

JFS Wealth Advisors's TRU Position: Q2 2026 in Review

JFS Wealth Advisors reduced its TransUnion (TRU) stake by 11% in Q2 2026, selling an estimated $841 and leaving 96 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

JFS Wealth Advisors first reported a position in TRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $10K in Q4 2024. 76 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • JFS Wealth Advisors held 96 shares of TransUnion worth $6.93K as of Q2 2026.
  • JFS Wealth Advisors sold 12 TransUnion shares in Q2 2026, an estimated $841.
  • TransUnion made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1158 holding.
  • JFS Wealth Advisors first reported a position in TransUnion in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's TransUnion position peaked at $10K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.