XF
TRU icon

XML Financial’s TransUnion TRU Stock Holding History

XML Financial’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 		$1.05M Hold
14,566
– – 0.08% 182
2026
Q1 		$1.01M Buy
+14,566
New +$1.11M 0.08% 179
2025
Q4 		– Sell
-14,565
Closed -$1.22M – 461
2025
Q3 		$1.22M Buy
14,565
+1
+0% +$91 0.1% 165
2025
Q2 		$1.28M Hold
14,564
– – 0.11% 158
2025
Q1 		$1.21M Buy
+14,564
New +$1.33M 0.11% 153

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

XML Financial's TRU Position: Q2 2026 in Review

XML Financial held its TransUnion (TRU) position steady in Q2 2026 at 14,566 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #182.

XML Financial first reported a position in TRU in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q2 2025. 520 funds tracked by Wall St. Rank hold TRU as of Q2 2026.

  • XML Financial held 14,566 shares of TransUnion worth $1.05M as of Q2 2026.
  • XML Financial left its TransUnion share count unchanged in Q2 2026.
  • TransUnion made up 0.08% of XML Financial's portfolio in Q2 2026, its #182 holding.
  • XML Financial first reported a position in TransUnion in Q1 2025 and has held it in 5 quarters since.
  • XML Financial's TransUnion position peaked at $1.28M in Q2 2025.
  • 520 funds tracked by Wall St. Rank held TransUnion as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.