CX Institutional
TRU icon

CX Institutional’s TransUnion TRU Stock Holding History

CX Institutional’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 		$48K Buy
784
+116
+17% +$9.05K ﹤0.01% 1024
2026
Q2 		$48K Buy
668
+484
+263% +$33.9K ﹤0.01% 989
2026
Q1 		$13K Buy
184
+164
+820% +$12.6K ﹤0.01% 1234
2025
Q4 		$2K Buy
+20
New +$1.64K ﹤0.01% 1403

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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 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
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

CX Institutional's TRU Position: Q3 2026 in Review

CX Institutional increased its TransUnion (TRU) stake by 17% in Q3 2026, buying an estimated $9.05K and bringing the position to 784 shares worth $48K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

CX Institutional first reported a position in TRU in Q4 2025 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • CX Institutional held 784 shares of TransUnion worth $48K as of Q3 2026.
  • CX Institutional bought 116 TransUnion shares in Q3 2026, an estimated $9.05K.
  • TransUnion made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1024 holding.
  • CX Institutional first reported a position in TransUnion in Q4 2025 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.