Root Financial Partners
TRU icon

Root Financial Partners’s TransUnion TRU Stock Holding History

Root Financial 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
2026
Q3 		$37.4K Buy
+612
New +$47.8K ﹤0.01% 1235
2026
Q2 		– Sell
-1,104
Closed -$76.4K – 2970
2026
Q1 		$76.4K Buy
1,104
+818
+286% +$62.6K ﹤0.01% 684
2025
Q4 		$24.5K Buy
286
+8
+3% +$657 ﹤0.01% 1075
2025
Q3 		$23.3K Buy
+278
New +$25.2K ﹤0.01% 1038

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

Root Financial Partners's TRU Position: Q3 2026 in Review

Root Financial Partners opened a new position in TransUnion (TRU) in Q3 2026: 612 shares worth $37.4K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TRU as recently as Q1 2026.

Root Financial Partners first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $76.4K in Q1 2026. 297 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • Root Financial Partners held 612 shares of TransUnion worth $37.4K as of Q3 2026.
  • TransUnion was a new Root Financial Partners position in Q3 2026.
  • TransUnion made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1235 holding.
  • Root Financial Partners first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's TransUnion position peaked at $76.4K in Q1 2026.
  • 297 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.