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Compass Financial Management’s TransUnion TRU Stock Holding History

Compass Financial Management’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

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Compass Financial Management's TRU Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management held 32 shares of TransUnion worth $2.31K as of Q2 2026.
  • TransUnion was a new Compass Financial Management position in Q2 2026.
  • TransUnion made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1297 holding.
  • 488 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.