Bruce G. Allen Investments’s TransUnion TRU Stock Holding History

Bruce G. Allen Investments’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	$899	Sell	13 -34	-72%	-$2.6K	﹤0.01%	848
2025 Q4	$4.03K	Hold	47	–	–	﹤0.01%	591
2025 Q3	$3.94K	Hold	47	–	–	﹤0.01%	600
2025 Q2	$4.14K	Sell	47 -2	-4%	-$167	﹤0.01%	596
2025 Q1	$4.07K	Sell	49 -12	-20%	-$1.1K	﹤0.01%	594
2024 Q4	$5.66K	Hold	61	–	–	﹤0.01%	564
2024 Q3	$6.39K	Buy	61 +36	+144%	+$3.25K	0.01%	540
2024 Q2	$1.85K	Hold	25	–	–	﹤0.01%	694
2024 Q1	$2K	Hold	25	–	–	﹤0.01%	705
2023 Q4	$1.72K	Buy	+25	New	+$1.52K	﹤0.01%	769

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

Bruce G. Allen Investments's TRU Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its TransUnion (TRU) stake by 72% in Q1 2026, selling an estimated $2.6K and leaving 13 shares worth $899. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Bruce G. Allen Investments first reported a position in TRU in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.39K in Q3 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Bruce G. Allen Investments held 13 shares of TransUnion worth $899 as of Q1 2026.
Bruce G. Allen Investments sold 34 TransUnion shares in Q1 2026, an estimated $2.6K.
TransUnion made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #848 holding.
Bruce G. Allen Investments first reported a position in TransUnion in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's TransUnion position peaked at $6.39K in Q3 2024.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.