Compass Financial Management
TRU icon

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
Q3 		$1.47K Sell
24
-8
-25% -$624 ﹤0.01% 1491
2026
Q2 		$2.31K Buy
+32
New +$2.24K ﹤0.01% 1297

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $16.1B AUM 4.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Compass Financial Management's TRU Position: Q3 2026 in Review

Compass Financial Management reduced its TransUnion (TRU) stake by 25% in Q3 2026, selling an estimated $624 and leaving 24 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Compass Financial Management first reported a position in TRU in Q2 2026 and has held it in 2 quarters since. The position peaked at $2.31K in Q2 2026. 427 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Compass Financial Management held 24 shares of TransUnion worth $1.47K as of Q3 2026.
  • Compass Financial Management sold 8 TransUnion shares in Q3 2026, an estimated $624.
  • TransUnion made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1491 holding.
  • Compass Financial Management first reported a position in TransUnion in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's TransUnion position peaked at $2.31K in Q2 2026.
  • 427 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.