Larson Financial Group’s TransUnion TRU Stock Holding History

Larson Financial Group’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	$646K	Buy	9,342 +1,795	+24%	+$137K	0.02%	401
2025 Q4	$647K	Sell	7,547 -425	-5%	-$34.9K	0.02%	398
2025 Q3	$668K	Sell	7,972 -161	-2%	-$14.6K	0.02%	395
2025 Q2	$716K	Buy	8,133 +1,055	+15%	+$88K	0.03%	354
2025 Q1	$587K	Buy	7,078 +2,869	+68%	+$262K	0.03%	356
2024 Q4	$390K	Buy	4,209 +484	+13%	+$49K	0.02%	414
2024 Q3	$390K	Buy	3,725 +1,242	+50%	+$112K	0.02%	404
2024 Q2	$184K	Buy	2,483 +1,997	+411%	+$149K	0.01%	493
2024 Q1	$38.8K	Buy	486 +342	+238%	+$25.1K	﹤0.01%	754
2023 Q4	$9.89K	Buy	144 +1	+0.7%	+$61	﹤0.01%	1018
2023 Q3	$10.3K	Hold	143	–	–	﹤0.01%	990
2023 Q2	$11.2K	Hold	143	–	–	﹤0.01%	898
2023 Q1	$8.89K	Hold	143	–	–	﹤0.01%	956
2022 Q4	$8.12K	Hold	143	–	–	﹤0.01%	923
2022 Q3	$9K	Hold	143	–	–	﹤0.01%	828
2022 Q2	$11K	Buy	+143	New	+$12.3K	﹤0.01%	706

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Larson Financial Group's TRU Position: Q1 2026 in Review

Larson Financial Group increased its TransUnion (TRU) stake by 24% in Q1 2026, buying an estimated $137K and bringing the position to 9,342 shares worth $646K. The position accounts for 0.02% of the portfolio, ranked #401.

Larson Financial Group first reported a position in TRU in Q2 2022 and has held it in 16 quarters since. The position peaked at $716K in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Larson Financial Group held 9,342 shares of TransUnion worth $646K as of Q1 2026.
Larson Financial Group bought 1,795 TransUnion shares in Q1 2026, an estimated $137K.
TransUnion made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #401 holding.
Larson Financial Group first reported a position in TransUnion in Q2 2022 and has held it in 16 quarters since.
Larson Financial Group's TransUnion position peaked at $716K in Q2 2025.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

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