Pacific Capital Partners’s TransUnion TRU Stock Holding History

Pacific Capital Partners’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
2025 Q2	–	Sell	-15,000	Closed	-$1.24M	–	43
2025 Q1	$1.24M	Sell	15,000 -5,000	-25%	-$457K	0.79%	31
2024 Q4	$1.85M	Sell	20,000 -10,000	-33%	-$1.01M	1.09%	27
2024 Q3	$3.14M	Hold	30,000	–	–	1.84%	19
2024 Q2	$2.22M	Hold	30,000	–	–	1.47%	21
2024 Q1	$2.39M	Sell	30,000 -15,000	-33%	-$1.1M	1.57%	20
2023 Q4	$3.09M	Sell	45,000 -5,000	-10%	-$304K	2.33%	16
2023 Q3	$3.59M	Buy	+50,000	New	+$3.92M	2.17%	17

Other funds holding TRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Pacific Capital Partners's TRU Position: Q2 2025 in Review

Pacific Capital Partners sold out of TransUnion (TRU) in Q2 2025, closing a stake of 15,000 shares — an estimated $1.24M sold.

Pacific Capital Partners first reported a position in TRU in Q3 2023 and held it in 7 quarters. The position peaked at $3.59M in Q3 2023. 544 funds tracked by Wall St. Rank hold TRU as of Q2 2025.

Pacific Capital Partners reported no remaining TransUnion position as of Q2 2025 after selling out during the quarter.
Pacific Capital Partners sold 15,000 TransUnion shares in Q2 2025, an estimated $1.24M.
Pacific Capital Partners first reported a position in TransUnion in Q3 2023 and held it in 7 quarters.
Pacific Capital Partners's TransUnion position peaked at $3.59M in Q3 2023.
544 funds tracked by Wall St. Rank held TransUnion as of Q2 2025.

Based on Pacific Capital Partners's 13F filing for Q2 2025, filed 7 Jul 2025.