LFG
TRU icon

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
Q2 		$154K Sell
2,138
-7,204
-77% -$505K ﹤0.01% 959
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

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

Larson Financial Group's TRU Position: Q2 2026 in Review

Larson Financial Group reduced its TransUnion (TRU) stake by 77% in Q2 2026, selling an estimated $505K and leaving 2,138 shares worth $154K. The position accounts for ﹤0.01% of the portfolio, ranked #959.

Larson Financial Group first reported a position in TRU in Q2 2022 and has held it in 17 quarters since. The position peaked at $716K in Q2 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Larson Financial Group held 2,138 shares of TransUnion worth $154K as of Q2 2026.
  • Larson Financial Group sold 7,204 TransUnion shares in Q2 2026, an estimated $505K.
  • TransUnion made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #959 holding.
  • Larson Financial Group first reported a position in TransUnion in Q2 2022 and has held it in 17 quarters since.
  • Larson Financial Group's TransUnion position peaked at $716K in Q2 2025.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.