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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $2.9T AUM 29.55% 1-Year Est. Return

Bay Harbor Wealth Management's TRU Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its TransUnion (TRU) stake by 47% in Q1 2026, buying an estimated $689 and bringing the position to 28 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Bay Harbor Wealth Management first reported a position in TRU in Q1 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Bay Harbor Wealth Management held 28 shares of TransUnion worth $1.94K as of Q1 2026.
  • Bay Harbor Wealth Management bought 9 TransUnion shares in Q1 2026, an estimated $689.
  • TransUnion made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #573 holding.
  • Bay Harbor Wealth Management first reported a position in TransUnion in Q1 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.