Position in TRU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,107
-$3,549 QoQ
Shares Held
251
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#424
of 522 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Cornerstone Planning Group LLC holds $1,165,242 across 11 Financial Data & Stock Exchanges names. TRU ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,806 | $817,973 | |
| 2 | SPGI |
S&P Global Inc.
|
313 | $120,548 | |
| 3 | COIN |
Coinbase Global, Inc.
|
449 | $65,639 | |
| 4 | CBOE |
Cboe Global Markets, Inc.
|
170 | $41,253 | |
| 5 | CME |
Cme Group Inc.
|
151 | $33,345 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
183 | $22,529 | |
| 7 | MSCI |
MSCI Inc.
|
39 | $21,841 | |
| 8 | TRU |
TransUnion
This page
|
251 | $18,107 |
All Filings in TRU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,107 | 251 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $21,656 | 313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,356 | 389 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,158 | 169 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $22,000 | 250 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $24,067 | 290 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $17,985 | 194 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $13,820 | 132 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||