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Bay Harbor Wealth Management’s TransUnion TRU Stock Holding History

Bay Harbor Wealth 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 		$2.09K Buy
29
+1
+4% +$70 ﹤0.01% 637
2026
Q1 		$1.94K Buy
28
+9
+47% +$689 ﹤0.01% 573
2025
Q4 		$1.63K Buy
19
+11
+138% +$904 ﹤0.01% 530
2025
Q3 		$670 Hold
8
– – ﹤0.01% 624
2025
Q2 		$704 Buy
8
+3
+60% +$250 ﹤0.01% 539
2025
Q1 		$414 Buy
+5
New +$457 ﹤0.01% 474

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

Bay Harbor Wealth Management's TRU Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its TransUnion (TRU) stake by 3.6% in Q2 2026, buying an estimated $70 and bringing the position to 29 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Bay Harbor Wealth Management first reported a position in TRU in Q1 2025 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Bay Harbor Wealth Management held 29 shares of TransUnion worth $2.09K as of Q2 2026.
  • Bay Harbor Wealth Management bought 1 TransUnion share in Q2 2026, an estimated $70.
  • TransUnion made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #637 holding.
  • Bay Harbor Wealth Management first reported a position in TransUnion in Q1 2025 and has held it in 6 quarters since.
  • 522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.