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Beacon Pointe Advisors’s Thomson Reuters TRI Stock Holding History

Beacon Pointe 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 		$949K Buy
+11,625
New +$1.02M ﹤0.01% 1058
2026
Q1 		– Sell
-11,228
Closed -$1.5M – 1889
2025
Q4 		$1.5M Sell
11,228
-36
-0.3% -$5.21K 0.01% 695
2025
Q3 		$1.78M Sell
11,264
-649
-5% -$121K 0.02% 577
2025
Q2 		$2.43M Sell
11,913
-192
-2% -$36.6K 0.03% 451
2025
Q1 		$2.12M Sell
12,105
-555
-4% -$95.8K 0.02% 447
2024
Q4 		$2.06M Sell
12,660
-276
-2% -$46.5K 0.02% 453
2024
Q3 		$2.24M Sell
12,936
-309
-2% -$52.2K 0.03% 442
2024
Q2 		$2.27M Sell
13,245
-819
-6% -$136K 0.03% 450
2024
Q1 		$2.23M Buy
14,064
+37
+0.3% +$5.76K 0.02% 472
2023
Q4 		$2.08M Sell
14,027
-424
-3% -$57.3K 0.02% 475
2023
Q3 		$1.8M Sell
14,451
-336
-2% -$44.3K 0.02% 482
2023
Q2 		$2.03M Buy
14,787
+148
+1% +$19.9K 0.03% 371
2023
Q1 		$2.01M Buy
14,639
+370
+3% +$47.2K 0.03% 392
2022
Q4 		$1.71M Buy
14,269
+161
+1% +$18.6K 0.03% 389
2022
Q3 		$1.53M Sell
14,108
-33
-0.2% -$3.83K 0.03% 370
2022
Q2 		$1.55M Sell
14,141
-388
-3% -$41.1K 0.03% 373
2022
Q1 		$1.67M Sell
14,529
-249
-2% -$27.8K 0.02% 486
2021
Q4 		$1.86M Buy
14,778
+319
+2% +$39.7K 0.05% 266
2021
Q3 		$1.68M Sell
14,459
-695
-5% -$81K 0.04% 307
2021
Q2 		$1.59M Sell
15,154
-314
-2% -$31.5K 0.06% 258
2021
Q1 		$1.43M Sell
15,468
-242
-2% -$21.5K 0.09% 174
2020
Q4 		$1.35M Sell
15,710
-418
-3% -$35.8K 0.09% 167
2020
Q3 		$1.36M Hold
16,128
– – 0.13% 139
2020
Q2 		$1.15M Buy
16,128
+281
+2% +$20.3K 0.12% 151
2020
Q1 		$1.14M Buy
15,847
+8,098
+105% +$631K 0.18% 116
2019
Q4 		$584K Hold
7,749
– – 0.18% 114
2019
Q3 		$545K Hold
7,749
– – 0.24% 98
2019
Q2 		$526K Hold
7,749
– – 0.19% 115
2019
Q1 		$485K Buy
7,749
+493
+7% +$27.5K 0.18% 114
2018
Q4 		$370K Buy
+7,256
New +$389K 0.22% 110

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

Beacon Pointe Advisors's TRI Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Thomson Reuters (TRI) in Q2 2026: 11,625 shares worth $949K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in TRI as recently as Q4 2025.

Beacon Pointe Advisors first reported a position in TRI in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.43M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Beacon Pointe Advisors held 11,625 shares of Thomson Reuters worth $949K as of Q2 2026.
  • Thomson Reuters was a new Beacon Pointe Advisors position in Q2 2026.
  • Thomson Reuters made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1058 holding.
  • Beacon Pointe Advisors first reported a position in Thomson Reuters in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Thomson Reuters position peaked at $2.43M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.