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Albion Financial Group’s Thomson Reuters TRI Stock Holding History

Albion Financial Group’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
Q2 		$1.31K Sell
16
-1
-6% -$87 ﹤0.01% 581
2026
Q1 		$1.53K Hold
17
– – ﹤0.01% 596
2025
Q4 		$2.24K Hold
17
– – ﹤0.01% 535
2025
Q3 		$2.64K Hold
17
– – ﹤0.01% 509
2025
Q2 		$3.42K Hold
17
– – ﹤0.01% 439
2025
Q1 		$2.94K Hold
17
– – ﹤0.01% 455
2024
Q4 		$2.73K Buy
+17
New +$2.86K ﹤0.01% 529

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Albion Financial Group's TRI Position: Q2 2026 in Review

Albion Financial Group reduced its Thomson Reuters (TRI) stake by 5.9% in Q2 2026, selling an estimated $87 and leaving 16 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Albion Financial Group first reported a position in TRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Albion Financial Group held 16 shares of Thomson Reuters worth $1.31K as of Q2 2026.
  • Albion Financial Group sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
  • Thomson Reuters made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #581 holding.
  • Albion Financial Group first reported a position in Thomson Reuters in Q4 2024 and has held it in 7 quarters since.
  • Albion Financial Group's Thomson Reuters position peaked at $3.42K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.