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 Q2	$543K	Sell	7,533 -105	-1%	-$7.36K	0.01%	1027
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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Benjamin Edwards Inc's TRU Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its TransUnion (TRU) stake by 1.4% in Q2 2026, selling an estimated $7.36K and leaving 7,533 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #1027.

Benjamin Edwards Inc first reported a position in TRU in Q3 2024 and has held it in 8 quarters since. The position peaked at $928K in Q4 2024. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Benjamin Edwards Inc held 7,533 shares of TransUnion worth $543K as of Q2 2026.
Benjamin Edwards Inc sold 105 TransUnion shares in Q2 2026, an estimated $7.36K.
TransUnion made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1027 holding.
Benjamin Edwards Inc first reported a position in TransUnion in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's TransUnion position peaked at $928K in Q4 2024.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.