Albion Financial Group’s TransUnion TRU Stock Holding History

Albion 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
2025 Q4	–	Sell	-127	Closed	-$10.6K	–	679
2025 Q3	$10.6K	Buy	+127	New	+$11.5K	﹤0.01%	388
2022 Q3	–	Sell	-34	Closed	-$3K	–	566
2022 Q2	$3K	Hold	34	–	–	﹤0.01%	396
2022 Q1	$4K	Sell	34 -34	-50%	-$3.45K	﹤0.01%	433
2021 Q4	$8K	Buy	68 +31	+84%	+$3.55K	﹤0.01%	421
2021 Q3	$4K	Hold	37	–	–	﹤0.01%	430
2021 Q2	$4K	Buy	+37	New	+$3.86K	﹤0.01%	428
2020 Q4	$4K	Buy	+37	New	+$3.39K	﹤0.01%	400

Other funds holding TRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

Albion Financial Group's TRU Position: Q4 2025 in Review

Albion Financial Group sold out of TransUnion (TRU) in Q4 2025, closing a stake of 127 shares — an estimated $10.6K sold.

Albion Financial Group first reported a position in TRU in Q4 2020 and held it in 7 quarters. The position peaked at $10.6K in Q3 2025. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

Albion Financial Group reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
Albion Financial Group sold 127 TransUnion shares in Q4 2025, an estimated $10.6K.
Albion Financial Group first reported a position in TransUnion in Q4 2020 and held it in 7 quarters.
Albion Financial Group's TransUnion position peaked at $10.6K in Q3 2025.
587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on Albion Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.