Summit Securities Group’s TransUnion TRU Stock Holding History

Summit Securities Group’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	$94.1K	Buy	+1,540	New	+$120K	0.01%	451
2025 Q3	–	Sell	-2,873	Closed	-$253K	–	1364
2025 Q2	$253K	Sell	2,873 -2,127	-43%	-$177K	0.05%	218
2025 Q1	$415K	Buy	+5,000	New	+$457K	0.07%	123
2024 Q4	–	Sell	-1	Closed	–	–	893
2024 Q3	$0	Buy	+1	New	+$90	﹤0.01%	867
2024 Q1	–	Sell	-1	Closed	–	–	889
2023 Q4	$0	Buy	+1	New	+$61	﹤0.01%	918
2023 Q1	–	Sell	-5,305	Closed	-$301K	–	1295
2022 Q4	$301K	Buy	+5,305	New	+$311K	0.01%	388

Other funds holding TRU

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return

Marathon Asset Management (UK) London, United Kingdom $2.2B AUM 25.78% 1-Year Est. Return

Summit Securities Group's TRU Position: Q3 2026 in Review

Summit Securities Group opened a new position in TransUnion (TRU) in Q3 2026: 1,540 shares worth $94.1K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in TRU as recently as Q2 2025.

Summit Securities Group first reported a position in TRU in Q4 2022 and has held it in 6 quarters since. The position peaked at $415K in Q1 2025. 260 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

Summit Securities Group held 1,540 shares of TransUnion worth $94.1K as of Q3 2026.
TransUnion was a new Summit Securities Group position in Q3 2026.
TransUnion made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #451 holding.
Summit Securities Group first reported a position in TransUnion in Q4 2022 and has held it in 6 quarters since.
Summit Securities Group's TransUnion position peaked at $415K in Q1 2025.
260 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.