Bell Investment Advisors’s Thomson Reuters TRI Stock Holding History

Bell Investment 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	$3.1K	Buy	38 +6	+19%	+$524	﹤0.01%	1179
2026 Q1	$2.97K	Buy	32 +2	+7%	+$211	﹤0.01%	1178
2025 Q4	$3.96K	Sell	30 -2	-6%	-$290	﹤0.01%	1070
2025 Q3	$5.13K	Hold	32	–	–	﹤0.01%	928
2025 Q2	$6.64K	Hold	32	–	–	﹤0.01%	851
2025 Q1	$5.7K	Hold	32	–	–	﹤0.01%	855
2024 Q4	$5.29K	Hold	32	–	–	﹤0.01%	905
2024 Q3	$5.63K	Hold	32	–	–	﹤0.01%	872
2024 Q2	$5.56K	Hold	32	–	–	﹤0.01%	872
2024 Q1	$5.14K	Hold	32	–	–	﹤0.01%	900
2023 Q4	$4.83K	Buy	32 +4	+14%	+$540	﹤0.01%	904
2023 Q3	$3.42K	Sell	28 -1	-3%	-$132	﹤0.01%	1005
2023 Q2	$3.91K	Sell	29 -18	-38%	-$2.42K	﹤0.01%	943
2023 Q1	$6.38K	Sell	47 -28	-37%	-$3.57K	﹤0.01%	668
2022 Q4	$9.01K	Sell	75 -5	-6%	-$576	﹤0.01%	527
2022 Q3	$9K	Buy	80 +63	+371%	+$7.3K	﹤0.01%	456
2022 Q2	$2K	Buy	+17	New	+$1.8K	﹤0.01%	1246
2021 Q4	$8K	Sell	64 -71	-53%	-$8.84K	﹤0.01%	576
2021 Q3	$16K	Buy	+135	New	+$15.7K	﹤0.01%	338

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

Bell Investment Advisors's TRI Position: Q2 2026 in Review

Bell Investment Advisors increased its Thomson Reuters (TRI) stake by 19% in Q2 2026, buying an estimated $524 and bringing the position to 38 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Bell Investment Advisors first reported a position in TRI in Q3 2021 and has held it in 19 quarters since. The position peaked at $16K in Q3 2021. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bell Investment Advisors held 38 shares of Thomson Reuters worth $3.1K as of Q2 2026.
Bell Investment Advisors bought 6 Thomson Reuters shares in Q2 2026, an estimated $524.
Thomson Reuters made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1179 holding.
Bell Investment Advisors first reported a position in Thomson Reuters in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Thomson Reuters position peaked at $16K in Q3 2021.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.