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James T. Borello RIA’s TransUnion TRU Stock Holding History

James T. Borello RIA’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
Q3 		$2.26K Buy
37
+3
+9% +$234 ﹤0.01% 902
2026
Q2 		$2.45K Sell
34
-87
-72% -$6.1K ﹤0.01% 920
2026
Q1 		$8.37K Buy
121
+96
+384% +$7.35K ﹤0.01% 614
2025
Q4 		$2.14K Buy
25
+11
+79% +$904 ﹤0.01% 767
2025
Q3 		$1.17K Buy
+14
New +$1.27K ﹤0.01% 793

Other funds holding TRU

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

James T. Borello RIA's TRU Position: Q3 2026 in Review

James T. Borello RIA increased its TransUnion (TRU) stake by 8.8% in Q3 2026, buying an estimated $234 and bringing the position to 37 shares worth $2.26K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

James T. Borello RIA first reported a position in TRU in Q3 2025 and has held it in 5 quarters since. The position peaked at $8.37K in Q1 2026. 53 funds tracked by Wall St. Rank hold TRU as of Q3 2026.

  • James T. Borello RIA held 37 shares of TransUnion worth $2.26K as of Q3 2026.
  • James T. Borello RIA bought 3 TransUnion shares in Q3 2026, an estimated $234.
  • TransUnion made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #902 holding.
  • James T. Borello RIA first reported a position in TransUnion in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's TransUnion position peaked at $8.37K in Q1 2026.
  • 53 funds tracked by Wall St. Rank held TransUnion as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.