Allworth Financial’s Thomson Reuters TRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $75.4K | Buy |
+923
| New | +$80.6K | ﹤0.01% | 2148 |
|
|
2026
Q1 | – | Sell |
-689
| Closed | -$92.3K | – | 5314 |
|
|
2025
Q4 | $92.3K | Buy |
689
+290
| +73% | +$42K | ﹤0.01% | 1803 |
|
|
2025
Q3 | $62.9K | Buy |
399
+4
| +1% | +$746 | ﹤0.01% | 1968 |
|
|
2025
Q2 | $80.7K | Hold |
395
| – | – | ﹤0.01% | 1662 |
|
|
2025
Q1 | $73K | Sell |
395
-21
| -5% | -$3.63K | ﹤0.01% | 1382 |
|
|
2024
Q4 | $69.4K | Sell |
416
-2
| -0.5% | -$337 | ﹤0.01% | 1429 |
|
|
2024
Q3 | $72.5K | Buy |
418
+22
| +6% | +$3.71K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $65.4K | Sell |
396
-104
| -21% | -$17.2K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $79.1K | Buy |
500
+34
| +7% | +$5.29K | ﹤0.01% | 1104 |
|
|
2023
Q4 | $69.1K | Buy |
466
+253
| +119% | +$34.2K | ﹤0.01% | 1068 |
|
|
2023
Q3 | $26.4K | Sell |
213
-12
| -5% | -$1.58K | ﹤0.01% | 1370 |
|
|
2023
Q2 | $30.9K | Sell |
225
-15
| -6% | -$2.01K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $32.9K | Buy |
240
+63
| +36% | +$8.03K | ﹤0.01% | 1235 |
|
|
2022
Q4 | $21.3K | Sell |
177
-5
| -3% | -$576 | ﹤0.01% | 1332 |
|
|
2022
Q3 | $20K | Sell |
182
-7
| -4% | -$811 | ﹤0.01% | 1297 |
|
|
2022
Q2 | $21K | Sell |
189
-54
| -22% | -$5.72K | ﹤0.01% | 1233 |
|
|
2022
Q1 | $28K | Hold |
243
| – | – | ﹤0.01% | 1115 |
|
|
2021
Q4 | $31K | Buy |
243
+127
| +109% | +$15.8K | ﹤0.01% | 971 |
|
|
2021
Q3 | $13K | Buy |
116
+2
| +2% | +$233 | ﹤0.01% | 1200 |
|
|
2021
Q2 | $12K | Hold |
114
| – | – | ﹤0.01% | 1001 |
|
|
2021
Q1 | $11K | Hold |
114
| – | – | ﹤0.01% | 966 |
|
|
2020
Q4 | $10K | Hold |
114
| – | – | ﹤0.01% | 850 |
|
|
2020
Q3 | $10K | Hold |
114
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 781 |
|
|
2020
Q1 | $8K | Hold |
114
| – | – | ﹤0.01% | 767 |
|
|
2019
Q4 | $9K | Hold |
114
| – | – | ﹤0.01% | 675 |
|
|
2019
Q3 | $8K | Hold |
114
| – | – | ﹤0.01% | 621 |
|
|
2019
Q2 | $8K | Hold |
114
| – | – | ﹤0.01% | 619 |
|
|
2019
Q1 | $7K | Hold |
114
| – | – | ﹤0.01% | 628 |
|
|
2018
Q4 | $6K | Sell |
114
-1
| -0.9% | -$54 | ﹤0.01% | 594 |
|
|
2018
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 643 |
|
|
2018
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 650 |
|
|
2018
Q1 | $5K | Hold |
115
| – | – | ﹤0.01% | 597 |
|
|
2017
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 548 |
|
|
2017
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 555 |
|
|
2017
Q2 | $6K | Buy |
+115
| New | +$5.89K | ﹤0.01% | 552 |
|
|
2017
Q1 | – | Sell |
-115
| Closed | -$6K | – | 820 |
|
|
2016
Q4 | $6K | Buy |
+115
| New | +$5.61K | ﹤0.01% | 472 |
|
Other funds holding TRI
TWC
TFHU
Allworth Financial's TRI Position: Q2 2026 in Review
Allworth Financial opened a new position in Thomson Reuters (TRI) in Q2 2026: 923 shares worth $75.4K. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings. This is a return to the name: Allworth Financial previously reported a position in TRI as recently as Q4 2025.
Allworth Financial first reported a position in TRI in Q4 2016 and has held it in 37 quarters since. The position peaked at $92.3K in Q4 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.
- Allworth Financial held 923 shares of Thomson Reuters worth $75.4K as of Q2 2026.
- Thomson Reuters was a new Allworth Financial position in Q2 2026.
- Thomson Reuters made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2148 holding.
- Allworth Financial first reported a position in Thomson Reuters in Q4 2016 and has held it in 37 quarters since.
- Allworth Financial's Thomson Reuters position peaked at $92.3K in Q4 2025.
- 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.