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Transamerica Financial Advisors’s TransUnion TRU Stock Holding History

Transamerica Financial Advisors’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 		$360 Buy
5
+2
+67% +$140 ﹤0.01% 1762
2026
Q1 		$207 Sell
3
-7
-70% -$536 ﹤0.01% 1628
2025
Q4 		$858 Buy
10
+7
+233% +$575 ﹤0.01% 1264
2025
Q3 		$251 Buy
+3
New +$272 ﹤0.01% 1415

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

Transamerica Financial Advisors's TRU Position: Q2 2026 in Review

Transamerica Financial Advisors increased its TransUnion (TRU) stake by 67% in Q2 2026, buying an estimated $140 and bringing the position to 5 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #1762.

Transamerica Financial Advisors first reported a position in TRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $858 in Q4 2025. 519 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • Transamerica Financial Advisors held 5 shares of TransUnion worth $360 as of Q2 2026.
  • Transamerica Financial Advisors bought 2 TransUnion shares in Q2 2026, an estimated $140.
  • TransUnion made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1762 holding.
  • Transamerica Financial Advisors first reported a position in TransUnion in Q3 2025 and has held it in 4 quarters since.
  • Transamerica Financial Advisors's TransUnion position peaked at $858 in Q4 2025.
  • 519 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.