Pinnacle Wealth Planning Services
TRU icon

Pinnacle Wealth Planning Services’s TransUnion TRU Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$2.32K Hold
38
– – ﹤0.01% 2462
2026
Q2 		$2.74K Sell
38
-55
-59% -$3.86K ﹤0.01% 2412
2026
Q1 		$6.44K Buy
93
+4
+4% +$306 ﹤0.01% 2181
2025
Q4 		$7.63K Buy
+89
New +$7.31K ﹤0.01% 2122
2021
Q1 		– Sell
-27
Closed -$3K – 1811
2020
Q4 		$3K Buy
+27
New +$2.47K ﹤0.01% 1866

Other funds holding TRU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Vulcan Value Partners
Vulcan Value Partners Birmingham, Alabama $3.13B AUM 1.96% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $9.18B AUM 10.37% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its TransUnion (TRU) position steady in Q3 2026 at 38 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Pinnacle Wealth Planning Services first reported a position in TRU in Q4 2020 and has held it in 5 quarters since. The position peaked at $7.63K in Q4 2025. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Pinnacle Wealth Planning Services held 38 shares of TransUnion worth $2.32K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its TransUnion share count unchanged in Q3 2026.
  • TransUnion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2462 holding.
  • Pinnacle Wealth Planning Services first reported a position in TransUnion in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's TransUnion position peaked at $7.63K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.