Jones Financial Companies
TRU icon

Jones Financial Companies’s TransUnion TRU Stock Holding History

Jones Financial Companies’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 		$6.46M Buy
91,810
+20,486
+29% +$1.44M ﹤0.01% 1072
2026
Q1 		$4.69M Buy
71,324
+65,721
+1,173% +$5.03M ﹤0.01% 1096
2025
Q4 		$480K Buy
5,603
+205
+4% +$16.8K ﹤0.01% 1531
2025
Q3 		$459K Buy
5,398
+590
+12% +$53.6K ﹤0.01% 1429
2025
Q2 		$420K Buy
4,808
+1,456
+43% +$121K ﹤0.01% 1337
2025
Q1 		$276K Buy
3,352
+1,255
+60% +$115K ﹤0.01% 1362
2024
Q4 		$194K Buy
2,097
+803
+62% +$81.3K ﹤0.01% 1369
2024
Q3 		$134K Buy
1,294
+1,187
+1,109% +$107K ﹤0.01% 1289
2024
Q2 		$7.93K Buy
+107
New +$7.98K ﹤0.01% 1825
2023
Q1 		– Sell
-34
Closed -$2K – 772
2022
Q4 		$2K Buy
+34
New +$1.99K ﹤0.01% 617

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 $2.3T AUM 54.33% 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

Jones Financial Companies's TRU Position: Q2 2026 in Review

Jones Financial Companies increased its TransUnion (TRU) stake by 29% in Q2 2026, buying an estimated $1.44M and bringing the position to 91,810 shares worth $6.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Jones Financial Companies first reported a position in TRU in Q4 2022 and has held it in 10 quarters since. 523 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Jones Financial Companies held 91,810 shares of TransUnion worth $6.46M as of Q2 2026.
  • Jones Financial Companies bought 20,486 TransUnion shares in Q2 2026, an estimated $1.44M.
  • TransUnion made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1072 holding.
  • Jones Financial Companies first reported a position in TransUnion in Q4 2022 and has held it in 10 quarters since.
  • 523 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.