Sunbelt Securities’s TransUnion TRU Stock Holding History

Sunbelt Securities’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	–	Sell	-31	Closed	-$2.66K	–	3081
2025 Q4	$2.66K	Buy	+31	New	+$2.55K	﹤0.01%	1812

Other funds holding TRU

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Sunbelt Securities's TRU Position: Q1 2026 in Review

Sunbelt Securities sold out of TransUnion (TRU) in Q1 2026, closing a stake of 31 shares — an estimated $2.66K sold.

Sunbelt Securities first reported a position in TRU in Q4 2025 and held it in 1 quarter. The position peaked at $2.66K in Q4 2025. 564 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

Sunbelt Securities reported no remaining TransUnion position as of Q1 2026 after selling out during the quarter.
Sunbelt Securities sold 31 TransUnion shares in Q1 2026, an estimated $2.66K.
Sunbelt Securities first reported a position in TransUnion in Q4 2025 and held it in 1 quarter.
Sunbelt Securities's TransUnion position peaked at $2.66K in Q4 2025.
564 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.