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 Q2	$5.23M	Buy	72,509 +22,908	+46%	+$1.61M	0.1%	192
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

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 $3.38T AUM 44.17% 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

Callan Family Office's TRU Position: Q2 2026 in Review

Callan Family Office increased its TransUnion (TRU) stake by 46% in Q2 2026, buying an estimated $1.61M and bringing the position to 72,509 shares worth $5.23M. The position accounts for 0.1% of the portfolio, ranked #192.

Callan Family Office first reported a position in TRU in Q2 2025 and has held it in 5 quarters since. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Callan Family Office held 72,509 shares of TransUnion worth $5.23M as of Q2 2026.
Callan Family Office bought 22,908 TransUnion shares in Q2 2026, an estimated $1.61M.
TransUnion made up 0.1% of Callan Family Office's portfolio in Q2 2026, its #192 holding.
Callan Family Office first reported a position in TransUnion in Q2 2025 and has held it in 5 quarters since.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.