Larson Financial Group
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
Q3 		$72.8K Sell
1,192
-946
-44% -$73.8K ﹤0.01% 1407
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 		$9.9K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Larson Financial Group's TRU Position: Q3 2026 in Review

Larson Financial Group reduced its TransUnion (TRU) stake by 44% in Q3 2026, selling an estimated $73.8K and leaving 1,192 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

Larson Financial Group first reported a position in TRU in Q2 2022 and has held it in 18 quarters since. The position peaked at $716K in Q2 2025. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Larson Financial Group held 1,192 shares of TransUnion worth $72.8K as of Q3 2026.
  • Larson Financial Group sold 946 TransUnion shares in Q3 2026, an estimated $73.8K.
  • TransUnion made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1407 holding.
  • Larson Financial Group first reported a position in TransUnion in Q2 2022 and has held it in 18 quarters since.
  • Larson Financial Group's TransUnion position peaked at $716K in Q2 2025.
  • 297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.