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Merit Financial Group’s TransUnion TRU Stock Holding History

Merit 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
-9,898
Closed -$685K – 2446
2026
Q1 		$685K Buy
9,898
+6,639
+204% +$508K 0.01% 1186
2025
Q4 		$279K Buy
+3,259
New +$268K ﹤0.01% 1602
2025
Q1 		– Sell
-3,149
Closed -$292K – 1441
2024
Q4 		$292K Buy
+3,149
New +$319K 0.01% 935

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return

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

Merit Financial Group sold out of TransUnion (TRU) in Q2 2026, closing a stake of 9,898 shares — an estimated $685K sold.

Merit Financial Group first reported a position in TRU in Q4 2024 and held it in 3 quarters. The position peaked at $685K in Q1 2026. 79 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Merit Financial Group reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 9,898 TransUnion shares in Q2 2026, an estimated $685K.
  • Merit Financial Group first reported a position in TransUnion in Q4 2024 and held it in 3 quarters.
  • Merit Financial Group's TransUnion position peaked at $685K in Q1 2026.
  • 79 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.