Superior Planning, LLC’s Thomson Reuters TRI Stock Holding History

Superior Planning, LLC’s Portfolio TRI Stock Details TRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$59.4K	Buy	+610	New	+$60.4K	0.02%	333

Other funds holding TRI

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Superior Planning, LLC's TRI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Thomson Reuters (TRI) in Q3 2026: 610 shares worth $59.4K. The stake represents 0.02% of the portfolio and ranks #333 among its holdings.

315 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

Superior Planning, LLC held 610 shares of Thomson Reuters worth $59.4K as of Q3 2026.
Thomson Reuters was a new Superior Planning, LLC position in Q3 2026.
Thomson Reuters made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #333 holding.
315 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.