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Callan Family Office’s TransUnion TRU Stock Holding History

Callan Family Office’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 		$3.43M Buy
49,601
+38,870
+362% +$2.98M 0.08% 250
2025
Q4 		$920K Buy
10,731
+6,824
+175% +$561K 0.02% 572
2025
Q3 		$327K Buy
3,907
+411
+12% +$37.3K 0.01% 676
2025
Q2 		$308K Buy
+3,496
New +$292K 0.01% 763

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

Callan Family Office's TRU Position: Q1 2026 in Review

Callan Family Office increased its TransUnion (TRU) stake by 362% in Q1 2026, buying an estimated $2.98M and bringing the position to 49,601 shares worth $3.43M. The position accounts for 0.08% of the portfolio, ranked #250.

Callan Family Office first reported a position in TRU in Q2 2025 and has held it in 4 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Callan Family Office held 49,601 shares of TransUnion worth $3.43M as of Q1 2026.
  • Callan Family Office bought 38,870 TransUnion shares in Q1 2026, an estimated $2.98M.
  • TransUnion made up 0.08% of Callan Family Office's portfolio in Q1 2026, its #250 holding.
  • Callan Family Office first reported a position in TransUnion in Q2 2025 and has held it in 4 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.