BTI
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Blue Trust Inc’s Thomson Reuters TRI Stock Holding History

Blue Trust 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 		$6.04K Sell
74
-35
-32% -$3.06K ﹤0.01% 1996
2026
Q1 		$9.99K Sell
109
-175
-62% -$18.5K ﹤0.01% 1844
2025
Q4 		$38K Sell
284
-75
-21% -$10.9K ﹤0.01% 1452
2025
Q3 		$56.7K Hold
359
– – ﹤0.01% 1357
2025
Q2 		$73.4K Buy
359
+44
+14% +$8.38K ﹤0.01% 1190
2025
Q1 		$55.3K Buy
315
+4
+1% +$691 ﹤0.01% 1299
2024
Q4 		$50.7K Sell
311
-340
-52% -$57.3K ﹤0.01% 1293
2024
Q3 		$111K Sell
651
-567
-47% -$95.7K ﹤0.01% 1162
2024
Q2 		$193K Buy
+1,218
New +$202K ﹤0.01% 729
2024
Q1 		– Sell
-11
Closed -$1K – 2693
2023
Q4 		$1K Sell
11
-312
-97% -$42.1K ﹤0.01% 2423
2023
Q3 		$44K Hold
323
– – ﹤0.01% 890
2023
Q2 		$43K Sell
323
-50
-13% -$6.71K ﹤0.01% 751
2023
Q1 		$44K Buy
373
+62
+20% +$7.91K ﹤0.01% 1089
2022
Q4 		$34K Buy
311
+283
+1,011% +$32.6K ﹤0.01% 1087
2022
Q3 		$3K Hold
28
– – ﹤0.01% 1723
2022
Q2 		$3K Buy
+28
New +$2.97K ﹤0.01% 1602

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

Blue Trust Inc's TRI Position: Q2 2026 in Review

Blue Trust Inc reduced its Thomson Reuters (TRI) stake by 32% in Q2 2026, selling an estimated $3.06K and leaving 74 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.

Blue Trust Inc first reported a position in TRI in Q2 2022 and has held it in 16 quarters since. The position peaked at $193K in Q2 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Blue Trust Inc held 74 shares of Thomson Reuters worth $6.04K as of Q2 2026.
  • Blue Trust Inc sold 35 Thomson Reuters shares in Q2 2026, an estimated $3.06K.
  • Thomson Reuters made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1996 holding.
  • Blue Trust Inc first reported a position in Thomson Reuters in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Thomson Reuters position peaked at $193K in Q2 2024.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.