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SYM Financial Corp’s TransUnion TRU Stock Holding History

SYM Financial 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
2026
Q2 		– Sell
-3,485
Closed -$241K – 565
2026
Q1 		$241K Sell
3,485
-979
-22% -$74.9K 0.02% 271
2025
Q4 		$383K Sell
4,464
-257
-5% -$21.1K 0.04% 174
2025
Q3 		$396K Sell
4,721
-2,929
-38% -$266K 0.04% 149
2025
Q2 		$673K Sell
7,650
-1,001
-12% -$83.5K 0.08% 91
2025
Q1 		$718K Sell
8,651
-1,587
-16% -$145K 0.09% 66
2024
Q4 		$949K Buy
+10,238
New +$1.04M 0.12% 50

Other funds holding TRU

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SYM Financial Corp's TRU Position: Q2 2026 in Review

SYM Financial Corp sold out of TransUnion (TRU) in Q2 2026, closing a stake of 3,485 shares — an estimated $241K sold.

SYM Financial Corp first reported a position in TRU in Q4 2024 and held it in 6 quarters. The position peaked at $949K in Q4 2024. 521 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • SYM Financial Corp reported no remaining TransUnion position as of Q2 2026 after selling out during the quarter.
  • SYM Financial Corp sold 3,485 TransUnion shares in Q2 2026, an estimated $241K.
  • SYM Financial Corp first reported a position in TransUnion in Q4 2024 and held it in 6 quarters.
  • SYM Financial Corp's TransUnion position peaked at $949K in Q4 2024.
  • 521 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.