AFCM
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Applied Finance Capital Management’s TransUnion TRU Stock Holding History

Applied Finance Capital Management’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 		$361K Buy
5,008
+432
+9% +$30.3K 0.03% 170
2026
Q1 		$317K Buy
4,576
+204
+5% +$15.6K 0.02% 182
2025
Q4 		$375K Buy
+4,372
New +$359K 0.03% 174

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Applied Finance Capital Management's TRU Position: Q2 2026 in Review

Applied Finance Capital Management increased its TransUnion (TRU) stake by 9.4% in Q2 2026, buying an estimated $30.3K and bringing the position to 5,008 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #170.

Applied Finance Capital Management first reported a position in TRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $375K in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Applied Finance Capital Management held 5,008 shares of TransUnion worth $361K as of Q2 2026.
  • Applied Finance Capital Management bought 432 TransUnion shares in Q2 2026, an estimated $30.3K.
  • TransUnion made up 0.03% of Applied Finance Capital Management's portfolio in Q2 2026, its #170 holding.
  • Applied Finance Capital Management first reported a position in TransUnion in Q4 2025 and has held it in 3 quarters since.
  • Applied Finance Capital Management's TransUnion position peaked at $375K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Applied Finance Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.