Arkadios Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Arkadios Wealth Advisors’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	$2.34M	Buy	28,667 +9,243	+48%	+$807K	0.04%	480
2026 Q1	$1.78M	Buy	+19,424	New	+$2.05M	0.03%	559
2021 Q4	–	Sell	-289	Closed	-$33K	–	1678
2021 Q3	$33K	Buy	289 +183	+173%	+$21.3K	﹤0.01%	1038
2021 Q2	$11K	Hold	106	–	–	﹤0.01%	1513
2021 Q1	$9K	Buy	+106	New	+$9.43K	﹤0.01%	1234

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arkadios Wealth Advisors's TRI Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Thomson Reuters (TRI) stake by 48% in Q2 2026, buying an estimated $807K and bringing the position to 28,667 shares worth $2.34M. The position accounts for 0.04% of the portfolio, ranked #480.

Arkadios Wealth Advisors first reported a position in TRI in Q1 2021 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Arkadios Wealth Advisors held 28,667 shares of Thomson Reuters worth $2.34M as of Q2 2026.
Arkadios Wealth Advisors bought 9,243 Thomson Reuters shares in Q2 2026, an estimated $807K.
Thomson Reuters made up 0.04% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #480 holding.
Arkadios Wealth Advisors first reported a position in Thomson Reuters in Q1 2021 and has held it in 5 quarters since.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.