Ameritas Advisory Services’s TransUnion TRU Stock Holding History

Ameritas Advisory Services’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	$773K	Buy	+10,719	New	+$752K	0.02%	643
2025 Q4	–	Sell	-101	Closed	-$8.46K	–	2019
2025 Q3	$8.46K	Sell	101 -11,470	-99%	-$1.04M	﹤0.01%	1713
2025 Q2	$1.02M	Sell	11,571 -25	-0.2%	-$2.08K	0.05%	340
2025 Q1	$963K	Sell	11,596 -2,678	-19%	-$245K	0.04%	403
2024 Q4	$1.32M	Buy	14,274 +324	+2%	+$32.8K	0.05%	340
2024 Q3	$1.46M	Buy	13,950 +729	+6%	+$65.7K	0.06%	301
2024 Q2	$980K	Buy	13,221 +808	+7%	+$60.3K	0.04%	417
2024 Q1	$990K	Buy	+12,413	New	+$910K	0.04%	379

Other funds holding TRU

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

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

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

IFP

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Ameritas Advisory Services's TRU Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in TransUnion (TRU) in Q2 2026: 10,719 shares worth $773K. The stake represents 0.02% of the portfolio and ranks #643 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in TRU as recently as Q3 2025.

Ameritas Advisory Services first reported a position in TRU in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2024. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Ameritas Advisory Services held 10,719 shares of TransUnion worth $773K as of Q2 2026.
TransUnion was a new Ameritas Advisory Services position in Q2 2026.
TransUnion made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #643 holding.
Ameritas Advisory Services first reported a position in TransUnion in Q1 2024 and has held it in 8 quarters since.
Ameritas Advisory Services's TransUnion position peaked at $1.46M in Q3 2024.
520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.