Rothwell Investment Advisors, LLC’s Thomson Reuters TRI Stock Holding History

Rothwell Investment Advisors, 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	$3.99K	Buy	+41	New	+$4.06K	﹤0.01%	944

Other funds holding TRI

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Intact Investment Management Montreal, Quebec, Canada $3.31B AUM 25.58% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

Rothwell Investment Advisors, LLC's TRI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Thomson Reuters (TRI) in Q3 2026: 41 shares worth $3.99K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

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

Rothwell Investment Advisors, LLC held 41 shares of Thomson Reuters worth $3.99K as of Q3 2026.
Thomson Reuters was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Thomson Reuters made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #944 holding.
216 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.