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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
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

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

Root Financial Partners's TRU Position: Q1 2026 in Review

Root Financial Partners increased its TransUnion (TRU) stake by 286% in Q1 2026, buying an estimated $62.6K and bringing the position to 1,104 shares worth $76.4K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Root Financial Partners first reported a position in TRU in Q3 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • Root Financial Partners held 1,104 shares of TransUnion worth $76.4K as of Q1 2026.
  • Root Financial Partners bought 818 TransUnion shares in Q1 2026, an estimated $62.6K.
  • TransUnion made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #684 holding.
  • Root Financial Partners first reported a position in TransUnion in Q3 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.