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Kerr Financial Planning’s TransUnion TRU Stock Holding History

Kerr Financial Planning’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 		$10.5K Hold
146
– – 0.01% 363
2026
Q1 		$10.2K Buy
146
+1
+0.7% +$77 0.01% 363
2025
Q4 		$10.2K Hold
145
– – 0.01% 363
2025
Q3 		$11.7K Buy
+145
New +$13.2K 0.02% 335

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
IFP
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 $3.37T AUM 44.26% 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

Kerr Financial Planning's TRU Position: Q2 2026 in Review

Kerr Financial Planning held its TransUnion (TRU) position steady in Q2 2026 at 146 shares worth $10.5K. The position accounts for 0.01% of the portfolio, ranked #363.

Kerr Financial Planning first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.7K in Q3 2025. 518 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Kerr Financial Planning held 146 shares of TransUnion worth $10.5K as of Q2 2026.
  • Kerr Financial Planning left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up 0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #363 holding.
  • Kerr Financial Planning first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's TransUnion position peaked at $11.7K in Q3 2025.
  • 518 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.