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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYM Financial Corp's TRU Position: Q1 2026 in Review

SYM Financial Corp reduced its TransUnion (TRU) stake by 22% in Q1 2026, selling an estimated $74.9K and leaving 3,485 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #271.

SYM Financial Corp first reported a position in TRU in Q4 2024 and has held it in 6 quarters since. The position peaked at $949K in Q4 2024. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • SYM Financial Corp held 3,485 shares of TransUnion worth $241K as of Q1 2026.
  • SYM Financial Corp sold 979 TransUnion shares in Q1 2026, an estimated $74.9K.
  • TransUnion made up 0.02% of SYM Financial Corp's portfolio in Q1 2026, its #271 holding.
  • SYM Financial Corp first reported a position in TransUnion in Q4 2024 and has held it in 6 quarters since.
  • SYM Financial Corp's TransUnion position peaked at $949K in Q4 2024.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.