Sigma Planning Corp’s TransUnion TRU Stock Holding History

Sigma Planning Corp’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 Q3	–	Sell	-5,085	Closed	-$447K	–	1378
2025 Q2	$447K	Buy	+5,085	New	+$424K	0.01%	828

Other funds holding TRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Meritage Group San Francisco, California $2.6B AUM 15.71% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Sigma Planning Corp's TRU Position: Q3 2025 in Review

Sigma Planning Corp sold out of TransUnion (TRU) in Q3 2025, closing a stake of 5,085 shares — an estimated $447K sold.

Sigma Planning Corp first reported a position in TRU in Q2 2025 and held it in 1 quarter. The position peaked at $447K in Q2 2025. 561 funds tracked by Wall St. Rank hold TRU as of Q3 2025.

Sigma Planning Corp reported no remaining TransUnion position as of Q3 2025 after selling out during the quarter.
Sigma Planning Corp sold 5,085 TransUnion shares in Q3 2025, an estimated $447K.
Sigma Planning Corp first reported a position in TransUnion in Q2 2025 and held it in 1 quarter.
Sigma Planning Corp's TransUnion position peaked at $447K in Q2 2025.
561 funds tracked by Wall St. Rank held TransUnion as of Q3 2025.

Based on Sigma Planning Corp's 13F filing for Q3 2025, filed 10 Nov 2025.