BEI
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Benjamin Edwards Inc’s Thomson Reuters TRI Stock Holding History

Benjamin Edwards Inc’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 		$28.2M Sell
345,679
-79,639
-19% -$6.96M 0.26% 111
2026
Q1 		$38.9M Buy
425,318
+138,180
+48% +$14.6M 0.39% 71
2025
Q4 		$38.5M Buy
287,138
+86,725
+43% +$12.6M 0.43% 64
2025
Q3 		$31.6M Buy
200,413
+3,624
+2% +$676K 0.36% 77
2025
Q2 		$40.1M Buy
196,789
+192,185
+4,174% +$36.6M 0.51% 58
2025
Q1 		$807K Sell
4,604
-405
-8% -$69.9K 0.01% 645
2024
Q4 		$817K Buy
5,009
+206
+4% +$34.7K 0.01% 678
2024
Q3 		$833K Buy
4,803
+1,884
+65% +$318K 0.01% 642
2024
Q2 		$500K Buy
2,919
+7
+0.2% +$1.16K 0.1% 220
2024
Q1 		$461K Sell
2,912
-46
-2% -$7.16K 0.09% 230
2023
Q4 		$441K Sell
2,958
-391
-12% -$52.8K 0.1% 212
2023
Q3 		$418K Buy
3,349
+226
+7% +$29.8K 0.1% 199
2023
Q2 		$429K Sell
3,123
-57
-2% -$7.65K 0.1% 191
2023
Q1 		$436K Buy
3,180
+125
+4% +$15.9K 0.11% 189
2022
Q4 		$367K Buy
3,055
+486
+19% +$56K 0.1% 202
2022
Q3 		$278K Sell
2,569
-54
-2% -$6.26K 0.08% 213
2022
Q2 		$288K Sell
2,623
-86
-3% -$9.11K 0.08% 221
2022
Q1 		$311K Sell
2,709
-424
-14% -$47.3K 0.09% 225
2021
Q4 		$395K Sell
3,133
-131
-4% -$16.3K 0.13% 173
2021
Q3 		$380K Buy
3,264
+219
+7% +$25.5K 0.23% 129
2021
Q2 		$319K Buy
3,045
+178
+6% +$17.8K 0.22% 131
2021
Q1 		$265K Sell
2,867
-2,302
-45% -$205K 0.2% 133
2020
Q4 		$446K Sell
5,169
-578
-10% -$49.5K 0.35% 101
2020
Q3 		$483K Sell
5,747
-203
-3% -$15.8K 0.4% 86
2020
Q2 		$426K Sell
5,950
-54
-0.9% -$3.91K 0.36% 93
2020
Q1 		$429K Buy
6,004
+1,455
+32% +$113K 0.45% 79
2019
Q4 		$343K Buy
4,549
+112
+3% +$8.16K 0.7% 38
2019
Q3 		$313K Buy
4,437
+401
+10% +$28.5K 0.68% 37
2019
Q2 		$274K Buy
4,036
+2,929
+265% +$194K 0.66% 36
2019
Q1 		$69K Buy
+1,107
New +$61.8K 0.33% 99

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

Benjamin Edwards Inc's TRI Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Thomson Reuters (TRI) stake by 19% in Q2 2026, selling an estimated $6.96M and leaving 345,679 shares worth $28.2M. The position accounts for 0.26% of the portfolio, ranked #111.

Benjamin Edwards Inc first reported a position in TRI in Q1 2019 and has held it in 30 quarters since. The position peaked at $40.1M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Benjamin Edwards Inc held 345,679 shares of Thomson Reuters worth $28.2M as of Q2 2026.
  • Benjamin Edwards Inc sold 79,639 Thomson Reuters shares in Q2 2026, an estimated $6.96M.
  • Thomson Reuters made up 0.26% of Benjamin Edwards Inc's portfolio in Q2 2026, its #111 holding.
  • Benjamin Edwards Inc first reported a position in Thomson Reuters in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Thomson Reuters position peaked at $40.1M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.