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StackStone Wealth’s TransUnion TRU Stock Holding History

StackStone Wealth’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 		$244K Buy
+3,987
New +$311K 0.02% 304

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Marathon Asset Management (UK)
Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

StackStone Wealth's TRU Position: Q3 2026 in Review

StackStone Wealth opened a new position in TransUnion (TRU) in Q3 2026: 3,987 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings.

143 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • StackStone Wealth held 3,987 shares of TransUnion worth $244K as of Q3 2026.
  • TransUnion was a new StackStone Wealth position in Q3 2026.
  • TransUnion made up 0.02% of StackStone Wealth's portfolio in Q3 2026, its #304 holding.
  • 143 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on StackStone Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.