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BFC Planning, Inc.’s TransUnion TRU Stock Holding History

BFC Planning, Inc.’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 		$14.1K Sell
196
-12
-6% -$841 ﹤0.01% 2188
2026
Q1 		$14.4K Sell
208
-1
-0.5% -$77 ﹤0.01% 1856
2025
Q4 		$17.9K Hold
209
– – ﹤0.01% 1798
2025
Q3 		$17.5K Hold
209
– – ﹤0.01% 1643
2025
Q2 		$18.4K Buy
209
+1
+0.5% +$83 ﹤0.01% 1532
2025
Q1 		$17.3K Sell
208
-20
-9% -$1.83K ﹤0.01% 1518
2024
Q4 		$21.2K Buy
+228
New +$23.1K ﹤0.01% 1436

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
Independent Franchise Partners
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s TRU Position: Q2 2026 in Review

BFC Planning, Inc. reduced its TransUnion (TRU) stake by 5.8% in Q2 2026, selling an estimated $841 and leaving 196 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

BFC Planning, Inc. first reported a position in TRU in Q4 2024 and has held it in 7 quarters since. The position peaked at $21.2K in Q4 2024. 524 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • BFC Planning, Inc. held 196 shares of TransUnion worth $14.1K as of Q2 2026.
  • BFC Planning, Inc. sold 12 TransUnion shares in Q2 2026, an estimated $841.
  • TransUnion made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2188 holding.
  • BFC Planning, Inc. first reported a position in TransUnion in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s TransUnion position peaked at $21.2K in Q4 2024.
  • 524 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.