Bond & Devick Financial Network’s Thomson Reuters TRI Stock Holding History

Bond & Devick Financial Network’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	$538K	Buy	+6,590	New	+$576K	0.13%	104
2025 Q4	–	Sell	-1,353	Closed	-$213K	–	193
2025 Q3	$213K	Hold	1,353	–	–	0.06%	172
2025 Q2	$276K	Hold	1,353	–	–	0.09%	138
2025 Q1	$237K	Hold	1,353	–	–	0.09%	144
2024 Q4	$234K	Hold	1,353	–	–	0.1%	142
2024 Q3	$234K	Hold	1,353	–	–	0.1%	142
2024 Q2	$232K	Hold	1,353	–	–	0.12%	130
2024 Q1	$214K	Hold	1,353	–	–	0.12%	137
2023 Q4	$201K	Buy	+1,353	New	+$183K	0.11%	143

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

Bond & Devick Financial Network's TRI Position: Q2 2026 in Review

Bond & Devick Financial Network opened a new position in Thomson Reuters (TRI) in Q2 2026: 6,590 shares worth $538K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Bond & Devick Financial Network previously reported a position in TRI as recently as Q3 2025.

Bond & Devick Financial Network first reported a position in TRI in Q4 2023 and has held it in 9 quarters since. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bond & Devick Financial Network held 6,590 shares of Thomson Reuters worth $538K as of Q2 2026.
Thomson Reuters was a new Bond & Devick Financial Network position in Q2 2026.
Thomson Reuters made up 0.13% of Bond & Devick Financial Network's portfolio in Q2 2026, its #104 holding.
Bond & Devick Financial Network first reported a position in Thomson Reuters in Q4 2023 and has held it in 9 quarters since.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.