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Larry Mathis Financial Planning’s TransUnion TRU Stock Holding History

Larry Mathis Financial Planning’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 		– Sell
-5,199
Closed -$360K – 189
2026
Q1 		$360K Buy
5,199
+265
+5% +$20.3K 0.32% 92
2025
Q4 		$423K Buy
+4,934
New +$405K 0.37% 83

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 $3.37T AUM 44.26% 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

Larry Mathis Financial Planning's TRU Position: Q2 2026 in Review

Larry Mathis Financial Planning sold out of TransUnion (TRU) in Q2 2026, closing a stake of 5,199 shares — an estimated $360K sold.

Larry Mathis Financial Planning first reported a position in TRU in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q4 2025. 518 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Larry Mathis Financial Planning reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Larry Mathis Financial Planning sold 5,199 TransUnion shares in Q2 2026, an estimated $360K.
  • Larry Mathis Financial Planning first reported a position in TransUnion in Q4 2025 and held it in 2 quarters.
  • Larry Mathis Financial Planning's TransUnion position peaked at $423K in Q4 2025.
  • 518 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.