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Jefferies Financial Group’s TransUnion TRU Stock Holding History

Jefferies Financial 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
Q1 		– Sell
-13,175
Closed -$1.13M – 2202
2025
Q4 		$1.13M Sell
13,175
-9,325
-41% -$766K 0.01% 1022
2025
Q3 		$1.89M Buy
+22,500
New +$2.04M 0.01% 666
2025
Q2 		– Sell
-4,416
Closed -$366K – 1804
2025
Q1 		$366K Buy
+4,416
New +$403K ﹤0.01% 1153

Other funds holding TRU

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jefferies Financial Group's TRU Position: Q1 2026 in Review

Jefferies Financial Group sold out of TransUnion (TRU) in Q1 2026, closing a stake of 13,175 shares — an estimated $1.13M sold.

Jefferies Financial Group first reported a position in TRU in Q1 2025 and held it in 3 quarters. The position peaked at $1.89M in Q3 2025. 563 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Jefferies Financial Group reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 13,175 TransUnion shares in Q1 2026, an estimated $1.13M.
  • Jefferies Financial Group first reported a position in TransUnion in Q1 2025 and held it in 3 quarters.
  • Jefferies Financial Group's TransUnion position peaked at $1.89M in Q3 2025.
  • 563 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.