Benjamin Edwards Inc’s TransUnion TRU Stock Holding History

Benjamin Edwards Inc’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	$528K	Sell	7,638 -2,287	-23%	-$175K	0.01%	980
2025 Q4	$851K	Sell	9,925 -423	-4%	-$34.8K	0.01%	769
2025 Q3	$867K	Buy	10,348 +1,512	+17%	+$137K	0.01%	741
2025 Q2	$778K	Buy	8,836 +691	+8%	+$57.6K	0.01%	712
2025 Q1	$676K	Sell	8,145 -1,868	-19%	-$171K	0.01%	703
2024 Q4	$928K	Buy	10,013 +3,553	+55%	+$360K	0.01%	633
2024 Q3	$676K	Buy	+6,460	New	+$582K	0.01%	702

Other funds holding TRU

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Benjamin Edwards Inc's TRU Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its TransUnion (TRU) stake by 23% in Q1 2026, selling an estimated $175K and leaving 7,638 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #980.

Benjamin Edwards Inc first reported a position in TRU in Q3 2024 and has held it in 7 quarters since. The position peaked at $928K in Q4 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Benjamin Edwards Inc held 7,638 shares of TransUnion worth $528K as of Q1 2026.
Benjamin Edwards Inc sold 2,287 TransUnion shares in Q1 2026, an estimated $175K.
TransUnion made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #980 holding.
Benjamin Edwards Inc first reported a position in TransUnion in Q3 2024 and has held it in 7 quarters since.
Benjamin Edwards Inc's TransUnion position peaked at $928K in Q4 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.