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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
Q1 		$6.43K 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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its TransUnion (TRU) stake by 4.5% in Q1 2026, buying an estimated $306 and bringing the position to 93 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Pinnacle Wealth Planning Services first reported a position in TRU in Q4 2020 and has held it in 3 quarters since. The position peaked at $7.63K in Q4 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 93 shares of TransUnion worth $6.43K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 4 TransUnion shares in Q1 2026, an estimated $306.
  • TransUnion made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2181 holding.
  • Pinnacle Wealth Planning Services first reported a position in TransUnion in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's TransUnion position peaked at $7.63K in Q4 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.