Aviso Financial’s Thomson Reuters TRI Stock Holding History

Aviso Financial’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	$3.48M	Sell	42,566 -5,700	-12%	-$498K	0.12%	80
2026 Q1	$4.42M	Sell	48,266 -8,240	-15%	-$869K	0.16%	74
2025 Q4	$7.57M	Sell	56,506 -13,048	-19%	-$1.89M	0.29%	45
2025 Q3	$11M	Sell	69,554 -248	-0.4%	-$46.3K	0.45%	38
2025 Q2	$14.3M	Buy	69,802 +1,185	+2%	+$226K	0.64%	31
2025 Q1	$12M	Sell	68,617 -4,401	-6%	-$760K	0.59%	33
2024 Q4	$11.9M	Buy	73,018 +676	+0.9%	+$114K	0.6%	34
2024 Q3	$12.5M	Buy	72,342 +2,553	+4%	+$431K	0.62%	31
2024 Q2	$11.9M	Buy	+69,789	New	+$11.6M	0.66%	32

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

Aviso Financial's TRI Position: Q2 2026 in Review

Aviso Financial reduced its Thomson Reuters (TRI) stake by 12% in Q2 2026, selling an estimated $498K and leaving 42,566 shares worth $3.48M. The position accounts for 0.12% of the portfolio, ranked #80.

Aviso Financial first reported a position in TRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $14.3M in Q2 2025. 423 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Aviso Financial held 42,566 shares of Thomson Reuters worth $3.48M as of Q2 2026.
Aviso Financial sold 5,700 Thomson Reuters shares in Q2 2026, an estimated $498K.
Thomson Reuters made up 0.12% of Aviso Financial's portfolio in Q2 2026, its #80 holding.
Aviso Financial first reported a position in Thomson Reuters in Q2 2024 and has held it in 9 quarters since.
Aviso Financial's Thomson Reuters position peaked at $14.3M in Q2 2025.
423 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Aviso Financial's 13F filing for Q2 2026, filed 13 Aug 2026.