CFM
TRU icon

Cornerstone Financial Management’s TransUnion TRU Stock Holding History

Cornerstone 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 		$1.3K Sell
18
-6
-25% -$421 ﹤0.01% 986
2026
Q1 		$1.66K Hold
24
– – ﹤0.01% 798
2025
Q4 		$2.06K Buy
+24
New +$1.97K ﹤0.01% 677

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Cornerstone Financial Management reduced its TransUnion (TRU) stake by 25% in Q2 2026, selling an estimated $421 and leaving 18 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Cornerstone Financial Management first reported a position in TRU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.06K in Q4 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Cornerstone Financial Management held 18 shares of TransUnion worth $1.3K as of Q2 2026.
  • Cornerstone Financial Management sold 6 TransUnion shares in Q2 2026, an estimated $421.
  • TransUnion made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #986 holding.
  • Cornerstone Financial Management first reported a position in TransUnion in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's TransUnion position peaked at $2.06K in Q4 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

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