Cornerstone Planning Group
TRU icon

Cornerstone Planning Group’s TransUnion TRU Stock Holding History

Cornerstone Planning Group’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 		– Sell
-251
Closed -$18.9K – 1578
2026
Q2 		$18.9K Sell
251
-62
-20% -$4.35K ﹤0.01% 689
2026
Q1 		$21.3K Sell
313
-76
-20% -$5.82K ﹤0.01% 646
2025
Q4 		$31.6K Buy
389
+220
+130% +$18.1K ﹤0.01% 458
2025
Q3 		$45.7K Sell
169
-81
-32% -$7.35K 0.01% 367
2025
Q2 		$22.8K Sell
250
-40
-14% -$3.34K ﹤0.01% 391
2025
Q1 		$22.4K Buy
290
+96
+49% +$8.77K 0.01% 390
2024
Q4 		$19K Buy
194
+62
+47% +$6.28K ﹤0.01% 316
2024
Q3 		$13.5K Buy
+132
New +$11.9K ﹤0.01% 366

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Cornerstone Planning Group's TRU Position: Q3 2026 in Review

Cornerstone Planning Group sold out of TransUnion (TRU) in Q3 2026, closing a stake of 251 shares — an estimated $18.9K sold.

Cornerstone Planning Group first reported a position in TRU in Q3 2024 and held it in 8 quarters. The position peaked at $45.7K in Q3 2025. 89 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Cornerstone Planning Group reported no remaining TransUnion position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 251 TransUnion shares in Q3 2026, an estimated $18.9K.
  • Cornerstone Planning Group first reported a position in TransUnion in Q3 2024 and held it in 8 quarters.
  • Cornerstone Planning Group's TransUnion position peaked at $45.7K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.