WFA
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Wellspring Financial Advisors’s TransUnion TRU Stock Holding History

Wellspring Financial Advisors’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 		$331K Hold
4,591
– – 0.02% 210
2026
Q1 		$318K Sell
4,591
-4,679
-50% -$358K 0.02% 211
2025
Q4 		$795K Buy
+9,270
New +$762K 0.06% 104
2025
Q2 		– Sell
-2,452
Closed -$203K – 184
2025
Q1 		$203K Sell
2,452
-253
-9% -$23.1K 0.02% 127
2024
Q4 		$251K Hold
2,705
– – 0.03% 115
2024
Q3 		$283K Hold
2,705
– – 0.03% 116
2024
Q2 		$201K Hold
2,705
– – 0.03% 141
2024
Q1 		$216K Buy
+2,705
New +$198K 0.03% 122

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Wellspring Financial Advisors's TRU Position: Q2 2026 in Review

Wellspring Financial Advisors held its TransUnion (TRU) position steady in Q2 2026 at 4,591 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #210.

Wellspring Financial Advisors first reported a position in TRU in Q1 2024 and has held it in 8 quarters since. The position peaked at $795K in Q4 2025. 100 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Wellspring Financial Advisors held 4,591 shares of TransUnion worth $331K as of Q2 2026.
  • Wellspring Financial Advisors left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #210 holding.
  • Wellspring Financial Advisors first reported a position in TransUnion in Q1 2024 and has held it in 8 quarters since.
  • Wellspring Financial Advisors's TransUnion position peaked at $795K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.