Position in TRU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$216,495
+$40,193 QoQ
Shares Held
3,129
+52.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $27,322,498 across 13 Financial Data & Stock Exchanges names. TRU ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
67,896 | $20,053,083 | |
| 2 | SPGI |
S&P Global Inc.
|
4,966 | $2,112,238 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
10,942 | $1,720,957 | |
| 4 | MCO |
Moodys Corp /De/
|
1,978 | $862,902 | |
| 5 | MSCI |
MSCI Inc.
|
1,431 | $771,323 | |
| 6 | COIN |
Coinbase Global, Inc.
|
3,761 | $656,708 | |
| 7 | NDAQ |
Nasdaq, Inc.
|
5,429 | $460,867 | |
| 8 | TRU |
TransUnion
This page
|
3,129 | $216,495 |
All Filings in TRU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,495 | 3,129 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $176,302 | 2,056 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $155,244 | 1,853 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $228,624 | 2,598 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $209,798 | 2,528 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $246,145 | 2,655 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $399,116 | 3,812 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $295,972 | 3,991 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,071,315 | 13,425 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $931,982 | 13,564 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $979,861 | 13,649 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,222,026 | 15,601 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $24,110 | 388 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $16,741 | 295 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $40,691 | 684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $65,031 | 813 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $69,651 | 674 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $95,812 | 808 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $96,249 | 857 | Shares | Sole | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||