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 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jones Financial Companies's TRU Position: Q1 2026 in Review

Jones Financial Companies increased its TransUnion (TRU) stake by 1,173% in Q1 2026, buying an estimated $5.03M and bringing the position to 71,324 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Jones Financial Companies first reported a position in TRU in Q4 2022 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Jones Financial Companies held 71,324 shares of TransUnion worth $4.69M as of Q1 2026.
Jones Financial Companies bought 65,721 TransUnion shares in Q1 2026, an estimated $5.03M.
TransUnion made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1096 holding.
Jones Financial Companies first reported a position in TransUnion in Q4 2022 and has held it in 9 quarters since.
559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.