CoreCap Advisors’s TransUnion TRU Stock Holding History

CoreCap Advisors’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	$306	Sell	5 -55	-92%	-$4.29K	﹤0.01%	2891
2026 Q2	$4.33K	Buy	60 +55	+1,100%	+$3.86K	﹤0.01%	2318
2026 Q1	$346	Hold	5	–	–	﹤0.01%	2703
2025 Q4	$429	Hold	5	–	–	﹤0.01%	2725
2025 Q3	$419	Hold	5	–	–	﹤0.01%	2594
2025 Q2	$440	Buy	+5	New	+$417	﹤0.01%	2533
2025 Q1	–	Hold	0	–	–	–	3103
2024 Q3	–	Sell	-37	Closed	-$2.74K	–	2739
2024 Q2	$2.74K	Buy	+37	New	+$2.76K	﹤0.01%	1265

Other funds holding TRU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CoreCap Advisors's TRU Position: Q3 2026 in Review

CoreCap Advisors reduced its TransUnion (TRU) stake by 92% in Q3 2026, selling an estimated $4.29K and leaving 5 shares worth $306. The position accounts for ﹤0.01% of the portfolio, ranked #2891.

CoreCap Advisors first reported a position in TRU in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.33K in Q2 2026. 97 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

CoreCap Advisors held 5 shares of TransUnion worth $306 as of Q3 2026.
CoreCap Advisors sold 55 TransUnion shares in Q3 2026, an estimated $4.29K.
TransUnion made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2891 holding.
CoreCap Advisors first reported a position in TransUnion in Q2 2024 and has held it in 7 quarters since.
CoreCap Advisors's TransUnion position peaked at $4.33K in Q2 2026.
97 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.