Bank Julius Baer & Co
TRI icon

Bank Julius Baer & Co’s Thomson Reuters TRI Stock Holding History

Bank Julius Baer & Co’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 		$30.5K Buy
373
+3
+0.8% +$262 ﹤0.01% 611
2026
Q1 		$33.8K Buy
+370
New +$39K ﹤0.01% 623

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

Bank Julius Baer & Co's TRI Position: Q2 2026 in Review

Bank Julius Baer & Co increased its Thomson Reuters (TRI) stake by 0.81% in Q2 2026, buying an estimated $262 and bringing the position to 373 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Bank Julius Baer & Co first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.8K in Q1 2026. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Bank Julius Baer & Co held 373 shares of Thomson Reuters worth $30.5K as of Q2 2026.
  • Bank Julius Baer & Co bought 3 Thomson Reuters shares in Q2 2026, an estimated $262.
  • Thomson Reuters made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #611 holding.
  • Bank Julius Baer & Co first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Bank Julius Baer & Co's Thomson Reuters position peaked at $33.8K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.