COMPASS FINANCIAL MANAGEMENT LLC’s TransUnion TRU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.31K	Buy	+32	New	+$2.24K	﹤0.01%	1297

Other funds holding TRU

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's TRU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in TransUnion (TRU) in Q2 2026: 32 shares worth $2.31K. The stake represents ﹤0.01% of the portfolio and ranks #1297 among its holdings.

328 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 32 shares of TransUnion worth $2.31K as of Q2 2026.
TransUnion was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
TransUnion made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1297 holding.
328 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.