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TFC Financial Management’s TransUnion TRU Stock Holding History

TFC Financial Management’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 		$70 Hold
1
– – ﹤0.01% 915
2025
Q4 		$86 Hold
1
– – ﹤0.01% 883
2025
Q3 		$84 Hold
1
– – ﹤0.01% 923
2025
Q2 		$88 Buy
+1
New +$83 ﹤0.01% 905
2024
Q2 		– Sell
-1
Closed -$80 – 1095
2024
Q1 		$80 Buy
+1
New +$73 ﹤0.01% 860

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

TFC Financial Management's TRU Position: Q1 2026 in Review

TFC Financial Management held its TransUnion (TRU) position steady in Q1 2026 at 1 share worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #915.

TFC Financial Management first reported a position in TRU in Q1 2024 and has held it in 5 quarters since. The position peaked at $88 in Q2 2025. 559 funds tracked by Wall St. Rank hold TRU as of Q1 2026.

  • TFC Financial Management held 1 share of TransUnion worth $70 as of Q1 2026.
  • TFC Financial Management left its TransUnion share count unchanged in Q1 2026.
  • TransUnion made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #915 holding.
  • TFC Financial Management first reported a position in TransUnion in Q1 2024 and has held it in 5 quarters since.
  • TFC Financial Management's TransUnion position peaked at $88 in Q2 2025.
  • 559 funds tracked by Wall St. Rank held TransUnion as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.