Everence Capital Management’s TransUnion TRU Stock Holding History

Everence Capital 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	–	Sell	-5,781	Closed	-$400K	–	929
2026 Q1	$400K	Buy	5,781 +1,471	+34%	+$113K	0.02%	447
2025 Q4	$370K	Hold	4,310	–	–	0.02%	506
2025 Q3	$361K	Hold	4,310	–	–	0.02%	525
2025 Q2	$379K	Buy	+4,310	New	+$359K	0.02%	482
2025 Q1	–	Sell	-2,710	Closed	-$251K	–	846
2024 Q4	$251K	Buy	+2,710	New	+$275K	0.02%	670

Other funds holding TRU

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Everence Capital Management's TRU Position: Q2 2026 in Review

Everence Capital Management sold out of TransUnion (TRU) in Q2 2026, closing a stake of 5,781 shares — an estimated $400K sold.

Everence Capital Management first reported a position in TRU in Q4 2024 and held it in 5 quarters. The position peaked at $400K in Q1 2026. 522 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Everence Capital Management reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
Everence Capital Management sold 5,781 TransUnion shares in Q2 2026, an estimated $400K.
Everence Capital Management first reported a position in TransUnion in Q4 2024 and held it in 5 quarters.
Everence Capital Management's TransUnion position peaked at $400K in Q1 2026.
522 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.