KFG
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Kingdom Financial Group’s TransUnion TRU Stock Holding History

Kingdom 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
Q2 		– Sell
-31
Closed -$2.13K – 962
2026
Q1 		$2.13K Hold
31
– – ﹤0.01% 658
2025
Q4 		$2.63K Buy
+31
New +$2.55K ﹤0.01% 564

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

Kingdom Financial Group's TRU Position: Q2 2026 in Review

Kingdom Financial Group sold out of TransUnion (TRU) in Q2 2026, closing a stake of 31 shares — an estimated $2.13K sold.

Kingdom Financial Group first reported a position in TRU in Q4 2025 and held it in 2 quarters. The position peaked at $2.63K in Q4 2025. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Kingdom Financial Group reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Kingdom Financial Group sold 31 TransUnion shares in Q2 2026, an estimated $2.13K.
  • Kingdom Financial Group first reported a position in TransUnion in Q4 2025 and held it in 2 quarters.
  • Kingdom Financial Group's TransUnion position peaked at $2.63K in Q4 2025.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.