Gillson Capital’s TransUnion TRU Stock Holding History

Gillson Capital’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	$16.5M	Buy	228,200 +97,500	+75%	+$6.84M	0.97%	33
2026 Q1	$9.04M	Buy	130,700 +6,500	+5%	+$497K	0.74%	44
2025 Q4	$10.7M	Buy	+124,200	New	+$10.2M	0.7%	49
2025 Q3	–	Sell	-215,316	Closed	-$18.9M	–	98
2025 Q2	$18.9M	Buy	+215,316	New	+$18M	1.45%	32
2025 Q1	–	Sell	-109,705	Closed	-$10.2M	–	85
2024 Q4	$10.2M	Sell	109,705 -19,498	-15%	-$1.98M	0.92%	39
2024 Q3	$13.5M	Buy	+129,203	New	+$11.6M	1.23%	35
2023 Q4	–	Sell	-257,233	Closed	-$18.5M	–	103
2023 Q3	$18.5M	Buy	+257,233	New	+$20.2M	1.37%	26
2023 Q1	–	Sell	-245,847	Closed	-$14M	–	107
2022 Q4	$14M	Buy	+245,847	New	+$14.4M	1.06%	36

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

Gillson Capital's TRU Position: Q2 2026 in Review

Gillson Capital increased its TransUnion (TRU) stake by 75% in Q2 2026, buying an estimated $6.84M and bringing the position to 228,200 shares worth $16.5M. The position accounts for 0.97% of the portfolio, ranked #33.

Gillson Capital first reported a position in TRU in Q4 2022 and has held it in 8 quarters since. The position peaked at $18.9M in Q2 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

Gillson Capital held 228,200 shares of TransUnion worth $16.5M as of Q2 2026.
Gillson Capital bought 97,500 TransUnion shares in Q2 2026, an estimated $6.84M.
TransUnion made up 0.97% of Gillson Capital's portfolio in Q2 2026, its #33 holding.
Gillson Capital first reported a position in TransUnion in Q4 2022 and has held it in 8 quarters since.
Gillson Capital's TransUnion position peaked at $18.9M in Q2 2025.
521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.