Position in TRU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$441,928
-$51,119 QoQ
Shares Held
6,126
-14.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 518 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $41,069,684 across 10 Financial Data & Stock Exchanges names. TRU ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPGI |
S&P Global Inc.
|
80,824 | $29,461,810 | |
| 2 | CME |
Cme Group Inc.
|
15,409 | $3,402,769 | |
| 3 | MCO |
Moodys Corp /De/
|
5,832 | $2,641,428 | |
| 4 | ICE |
Intercontinental Exchange, Inc.
|
14,309 | $1,761,580 | |
| 5 | MSCI |
MSCI Inc.
|
2,660 | $1,489,705 | |
| 6 | NDAQ |
Nasdaq, Inc.
|
12,622 | $994,865 | |
| 7 | TRU |
TransUnion
This page
|
6,126 | $441,928 | |
| 8 | CBOE |
Cboe Global Markets, Inc.
|
1,540 | $373,711 |
All Filings in TRU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $441,928 | 6,126 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $493,047 | 7,126 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $711,810 | 8,301 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $802,109 | 9,574 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $903,056 | 10,262 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,071,566 | 12,912 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,210,143 | 13,053 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $1,371,884 | 13,103 | Shares | Defined | 2024-10-22 | |
| No filing history on record for this holder in this stock. | ||||||