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AMG National Trust Bank’s TransUnion TRU Stock Holding History

AMG National Trust Bank’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
-2,681
Closed -$225K – 479
2025
Q3 		$225K Sell
2,681
-8
-0.3% -$726 0.01% 434
2025
Q2 		$237K Sell
2,689
-14
-0.5% -$1.17K 0.01% 420
2025
Q1 		$224K Hold
2,703
– – 0.01% 411
2024
Q4 		$251K Sell
2,703
-22
-0.8% -$2.23K 0.01% 410
2024
Q3 		$285K Hold
2,725
– – 0.01% 390
2024
Q2 		$202K Buy
+2,725
New +$203K 0.01% 433

Other funds holding TRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

AMG National Trust Bank's TRU Position: Q4 2025 in Review

AMG National Trust Bank sold out of TransUnion (TRU) in Q4 2025, closing a stake of 2,681 shares — an estimated $225K sold.

AMG National Trust Bank first reported a position in TRU in Q2 2024 and held it in 6 quarters. The position peaked at $285K in Q3 2024. 587 funds tracked by Wall St. Rank hold TRU as of Q4 2025.

  • AMG National Trust Bank reported no remaining TransUnion position as of Q4 2025 after selling out during the quarter.
  • AMG National Trust Bank sold 2,681 TransUnion shares in Q4 2025, an estimated $225K.
  • AMG National Trust Bank first reported a position in TransUnion in Q2 2024 and held it in 6 quarters.
  • AMG National Trust Bank's TransUnion position peaked at $285K in Q3 2024.
  • 587 funds tracked by Wall St. Rank held TransUnion as of Q4 2025.

Based on AMG National Trust Bank's 13F filing for Q4 2025, filed 30 Jan 2026.