Mackenzie Financial
TRU icon

Mackenzie Financial’s TransUnion TRU Stock Holding History

Mackenzie Financial’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
-40,413
Closed -$2.8M – 1682
2026
Q1 		$2.8M Buy
40,413
+1,434
+4% +$110K ﹤0.01% 842
2025
Q4 		$3.38M Sell
38,979
-85,309
-69% -$7.01M ﹤0.01% 724
2025
Q3 		$10.4M Sell
124,288
-98,689
-44% -$8.96M 0.01% 495
2025
Q2 		$19.6M Buy
222,977
+97,451
+78% +$8.13M 0.03% 369
2025
Q1 		$10.4M Buy
125,526
+1,347
+1% +$123K 0.01% 451
2024
Q4 		$11.5M Sell
124,179
-23,518
-16% -$2.38M 0.02% 445
2024
Q3 		$15.5M Sell
147,697
-17,693
-11% -$1.6M 0.02% 381
2024
Q2 		$12.3M Sell
165,390
-131,908
-44% -$9.84M 0.02% 403
2024
Q1 		$23.7M Sell
297,298
-55,811
-16% -$4.09M 0.03% 313
2023
Q4 		$24.3M Buy
353,109
+297,180
+531% +$18.1M 0.04% 308
2023
Q3 		$3.86M Buy
55,929
+16,079
+40% +$1.26M 0.01% 588
2023
Q2 		$3.09M Sell
39,850
-2,216
-5% -$153K ﹤0.01% 648
2023
Q1 		$2.61M Buy
42,066
+316
+0.8% +$20.7K ﹤0.01% 692
2022
Q4 		$2.37M Buy
41,750
+7,425
+22% +$435K ﹤0.01% 643
2022
Q3 		$2.04M Buy
34,325
+334
+1% +$25.7K ﹤0.01% 693
2022
Q2 		$2.72M Sell
33,991
-7,743
-19% -$666K ﹤0.01% 650
2022
Q1 		$4.31M Buy
41,734
+33,532
+409% +$3.4M 0.01% 605
2021
Q4 		$973K Sell
8,202
-132
-2% -$15.1K ﹤0.01% 911
2021
Q3 		$936K Buy
8,334
+2,985
+56% +$351K ﹤0.01% 920
2021
Q2 		$587K Buy
5,349
+451
+9% +$47K ﹤0.01% 957
2021
Q1 		$441K Buy
4,898
+942
+24% +$85K ﹤0.01% 954
2020
Q4 		$393K Sell
3,956
-94
-2% -$8.61K ﹤0.01% 893
2020
Q3 		$341K Sell
4,050
-27,858
-87% -$2.41M ﹤0.01% 854
2020
Q2 		$2.78M Buy
31,908
+26,796
+524% +$2.14M 0.01% 486
2020
Q1 		$338K Buy
5,112
+2,069
+68% +$179K ﹤0.01% 872
2019
Q4 		$261K Buy
+3,043
New +$253K ﹤0.01% 978
2018
Q4 		– Sell
-4,016
Closed -$295K – 1238
2018
Q3 		$295K Buy
+4,016
New +$299K ﹤0.01% 997

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

Mackenzie Financial's TRU Position: Q2 2026 in Review

Mackenzie Financial sold out of TransUnion (TRU) in Q2 2026, closing a stake of 40,413 shares — an estimated $2.8M sold.

Mackenzie Financial first reported a position in TRU in Q3 2018 and held it in 27 quarters. The position peaked at $24.3M in Q4 2023. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Mackenzie Financial reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Mackenzie Financial sold 40,413 TransUnion shares in Q2 2026, an estimated $2.8M.
  • Mackenzie Financial first reported a position in TransUnion in Q3 2018 and held it in 27 quarters.
  • Mackenzie Financial's TransUnion position peaked at $24.3M in Q4 2023.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.