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Alliance Wealth Advisors (Utah)’s Thomson Reuters TRI Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$743K Sell
9,096
-5,452
-37% -$476K 0.14% 90
2026
Q1 		$1.33M Buy
+14,548
New +$1.53M 0.29% 67

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

Alliance Wealth Advisors (Utah)'s TRI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Thomson Reuters (TRI) stake by 37% in Q2 2026, selling an estimated $476K and leaving 9,096 shares worth $743K. The position accounts for 0.14% of the portfolio, ranked #90.

Alliance Wealth Advisors (Utah) first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.33M in Q1 2026. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 9,096 shares of Thomson Reuters worth $743K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 5,452 Thomson Reuters shares in Q2 2026, an estimated $476K.
  • Thomson Reuters made up 0.14% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #90 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Alliance Wealth Advisors (Utah)'s Thomson Reuters position peaked at $1.33M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.