Riverview Trust Company’s TransUnion TRU Stock Holding History

Riverview Trust Company’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
2025 Q2	–	Sell	-212	Closed	-$17.6K	–	551
2025 Q1	$17.6K	Sell	212 -6	-3%	-$548	0.02%	480
2024 Q4	$20.2K	Hold	218	–	–	0.02%	459
2024 Q3	$22.8K	Buy	218 +6	+3%	+$541	0.02%	410
2024 Q2	$15.7K	Hold	212	–	–	0.01%	534
2024 Q1	$16.9K	Buy	+212	New	+$15.5K	0.01%	548
2023 Q4	–	Sell	-212	Closed	-$15.2K	–	585
2023 Q3	$15.2K	Hold	212	–	–	0.01%	526
2023 Q2	$16.6K	Hold	212	–	–	0.02%	445
2023 Q1	$13.2K	Hold	212	–	–	0.01%	585
2022 Q4	$12K	Buy	+212	New	+$12.4K	0.01%	638
2022 Q3	–	Sell	-308	Closed	-$25K	–	887
2022 Q2	$25K	Hold	308	–	–	0.02%	334
2022 Q1	$32K	Buy	+308	New	+$31.2K	0.02%	305
2019 Q2	–	Sell	-52	Closed	-$3K	–	396
2019 Q1	$3K	Buy	+52	New	+$3.22K	﹤0.01%	351

Other funds holding TRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverview Trust Company's TRU Position: Q2 2025 in Review

Riverview Trust Company sold out of TransUnion (TRU) in Q2 2025, closing a stake of 212 shares — an estimated $17.6K sold.

Riverview Trust Company first reported a position in TRU in Q1 2019 and held it in 12 quarters. The position peaked at $32K in Q1 2022. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

Riverview Trust Company reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 212 TransUnion shares in Q2 2025, an estimated $17.6K.
Riverview Trust Company first reported a position in TransUnion in Q1 2019 and held it in 12 quarters.
Riverview Trust Company's TransUnion position peaked at $32K in Q1 2022.
544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.