Back to TRU
Worthington Financial Partners, LLC → TRU
Worthington Financial Partners, LLC TRU Position History
TransUnion • Financial Services
Quarters held
4
Latest value
$765K
Q3 2026
Peak value
$884K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $686K |
| Q1 2026 | $853K |
| Q2 2026 | $884K |
| Q3 2026 | $765K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $765K | 12.5K | — | — |
| Q2 2026 | $884K | 12.3K | — | — |
| Q1 2026 | $853K | 12.3K | — | — |
| Q4 2025 | $686K | 8.0K | — | — |
Other funds holding TRU
$1.7B
$1.6B
$1.5B
$1.5B
$1.5B
$1.1B
$844M