Beacon Investment Advisory Services’s Thomson Reuters TRI Stock Holding History

Beacon Investment 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
2026 Q2	$14K	Sell	171 -291	-63%	-$25.4K	﹤0.01%	595
2026 Q1	$42.2K	Buy	+462	New	+$48.7K	﹤0.01%	455
2020 Q3	–	Sell	-3,322	Closed	-$238K	–	265
2020 Q2	$238K	Sell	3,322 -9,983	-75%	-$722K	0.01%	220
2020 Q1	$951K	Buy	13,305 +330	+3%	+$25.7K	0.07%	134
2019 Q4	$979K	Buy	12,975 +786	+6%	+$57.2K	0.05%	142
2019 Q3	$859K	Buy	12,189 +465	+4%	+$33K	0.09%	121
2019 Q2	$796K	Buy	11,724 +3,848	+49%	+$255K	0.08%	118
2019 Q1	$491K	Buy	7,876 +10	+0.1%	+$558	0.05%	146
2018 Q4	$400K	Buy	7,866 +1,931	+33%	+$103K	0.04%	173
2018 Q3	$315K	Buy	5,935 +361	+6%	+$18.1K	0.03%	215
2018 Q2	$261K	Buy	5,574 +82	+1%	+$3.77K	0.03%	222
2018 Q1	$246K	Buy	5,492 +1,424	+35%	+$68.1K	0.03%	231
2017 Q4	$206K	Sell	4,068 -2,721	-40%	-$142K	0.02%	235
2017 Q3	$361K	Buy	+6,789	New	+$362K	0.03%	208

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

Beacon Investment Advisory Services's TRI Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Thomson Reuters (TRI) stake by 63% in Q2 2026, selling an estimated $25.4K and leaving 171 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Beacon Investment Advisory Services first reported a position in TRI in Q3 2017 and has held it in 14 quarters since. The position peaked at $979K in Q4 2019. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Beacon Investment Advisory Services held 171 shares of Thomson Reuters worth $14K as of Q2 2026.
Beacon Investment Advisory Services sold 291 Thomson Reuters shares in Q2 2026, an estimated $25.4K.
Thomson Reuters made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #595 holding.
Beacon Investment Advisory Services first reported a position in Thomson Reuters in Q3 2017 and has held it in 14 quarters since.
Beacon Investment Advisory Services's Thomson Reuters position peaked at $979K in Q4 2019.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.