Capital Advisors Ltd’s TransUnion TRU Stock Holding History

Capital Advisors Ltd’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	$2K	Hold	28	–	–	﹤0.01%	1145
2026 Q1	$2K	Hold	28	–	–	﹤0.01%	1126
2025 Q4	$2K	Hold	28	–	–	﹤0.01%	1107
2025 Q3	$2K	Hold	28	–	–	﹤0.01%	1099
2025 Q2	$2K	Sell	28 -10	-26%	-$834	﹤0.01%	1105
2025 Q1	$3K	Hold	38	–	–	﹤0.01%	1016
2024 Q4	$4K	Hold	38	–	–	﹤0.01%	982
2024 Q3	$4K	Hold	38	–	–	﹤0.01%	974
2024 Q2	$3K	Buy	38 +10	+36%	+$746	﹤0.01%	1017
2024 Q1	$2K	Hold	28	–	–	﹤0.01%	1082
2023 Q4	$2K	Hold	28	–	–	﹤0.01%	1053
2023 Q3	$2K	Hold	28	–	–	﹤0.01%	1046
2023 Q2	$2K	Hold	28	–	–	﹤0.01%	1052
2023 Q1	$2K	Hold	28	–	–	﹤0.01%	944
2022 Q4	$2K	Sell	28 -6	-18%	-$352	﹤0.01%	906
2022 Q3	$2K	Buy	34 +20	+143%	+$1.54K	﹤0.01%	909
2022 Q2	$1K	Hold	14	–	–	﹤0.01%	902
2022 Q1	$1K	Buy	14 +9	+180%	+$913	﹤0.01%	815
2021 Q4	$1K	Buy	+5	New	+$573	﹤0.01%	753

Other funds holding TRU

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CPCPP

Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

Capital Advisors Ltd's TRU Position: Q2 2026 in Review

Capital Advisors Ltd held its TransUnion (TRU) position steady in Q2 2026 at 28 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Capital Advisors Ltd first reported a position in TRU in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q4 2024. 76 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Capital Advisors Ltd held 28 shares of TransUnion worth $2K as of Q2 2026.
Capital Advisors Ltd left its TransUnion share count unchanged in Q2 2026.
TransUnion made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1145 holding.
Capital Advisors Ltd first reported a position in TransUnion in Q4 2021 and has held it in 19 quarters since.
Capital Advisors Ltd's TransUnion position peaked at $4K in Q4 2024.
76 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.