Ameritas Advisory Services’s Thomson Reuters TRI Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-78	Closed	-$12.2K	–	2016
2025 Q3	$12.2K	Sell	78 -105	-57%	-$19.6K	﹤0.01%	1589
2025 Q2	$37.4K	Buy	+183	New	+$34.9K	﹤0.01%	1442
2023 Q4	–	Sell	-5,556	Closed	-$690K	–	839
2023 Q3	$690K	Buy	+5,556	New	+$732K	0.03%	428
2023 Q2	–	Sell	-335	Closed	-$46.6K	–	2356
2023 Q1	$46.6K	Buy	+335	New	+$42.7K	﹤0.01%	1282

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Ameritas Advisory Services's TRI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 78 shares — an estimated $12.2K sold.

Ameritas Advisory Services first reported a position in TRI in Q1 2023 and held it in 4 quarters. The position peaked at $690K in Q3 2023. 499 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Ameritas Advisory Services reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 78 Thomson Reuters shares in Q4 2025, an estimated $12.2K.
Ameritas Advisory Services first reported a position in Thomson Reuters in Q1 2023 and held it in 4 quarters.
Ameritas Advisory Services's Thomson Reuters position peaked at $690K in Q3 2023.
499 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.