BCI
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Brinker Capital Investments’s Thomson Reuters TRI Stock Holding History

Brinker Capital Investments’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 		$847K Sell
10,366
-967
-9% -$84.5K 0.01% 1241
2026
Q1 		$1.04M Buy
11,333
+2,472
+28% +$261K 0.01% 1098
2025
Q4 		$1.19M Sell
8,861
-4,012
-31% -$581K 0.01% 1150
2025
Q3 		$2.03M Sell
12,873
-12,051
-48% -$2.25M 0.02% 824
2025
Q2 		$5.09M Buy
24,924
+1,035
+4% +$197K 0.04% 384
2025
Q1 		$4.19M Sell
23,889
-4,952
-17% -$855K 0.04% 404
2024
Q4 		$4.7M Sell
28,841
-894
-3% -$151K 0.05% 347
2024
Q3 		$5.15M Sell
29,735
-855
-3% -$144K 0.05% 324
2024
Q2 		$5.24M Sell
30,590
-1,091
-3% -$181K 0.06% 298
2024
Q1 		$5.01M Sell
31,681
-1,098
-3% -$171K 0.05% 317
2023
Q4 		$4.86M Sell
32,779
-2,051
-6% -$277K 0.06% 309
2023
Q3 		$4.33M Sell
34,830
-802
-2% -$106K 0.05% 334
2023
Q2 		$4.88M Sell
35,632
-2,356
-6% -$316K 0.05% 334
2023
Q1 		$5.21M Sell
37,988
-4,847
-11% -$618K 0.06% 269
2022
Q4 		$5.15M Sell
42,835
-2,591
-6% -$299K 0.1% 205
2022
Q3 		$4.91M Sell
45,426
-8,739
-16% -$1.01M 0.1% 200
2022
Q2 		$5.95M Sell
54,165
-7,704
-12% -$816K 0.11% 180
2022
Q1 		$7.1M Sell
61,869
-5,588
-8% -$624K 0.11% 180
2021
Q4 		$8.5M Sell
67,457
-5,136
-7% -$640K 0.12% 164
2021
Q3 		$7.6M Hold
72,593
– – 0.12% 174
2021
Q2 		$7.6M Buy
72,593
+4,487
+7% +$450K 0.1% 214
2021
Q1 		$6.28M Sell
68,106
-36,663
-35% -$3.26M 0.09% 215
2020
Q4 		$9.04M Buy
104,769
+43,634
+71% +$3.74M 0.14% 166
2020
Q3 		$5.14M Buy
+61,135
New +$4.76M 0.09% 244

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

Brinker Capital Investments's TRI Position: Q2 2026 in Review

Brinker Capital Investments reduced its Thomson Reuters (TRI) stake by 8.5% in Q2 2026, selling an estimated $84.5K and leaving 10,366 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #1241.

Brinker Capital Investments first reported a position in TRI in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.04M in Q4 2020. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Brinker Capital Investments held 10,366 shares of Thomson Reuters worth $847K as of Q2 2026.
  • Brinker Capital Investments sold 967 Thomson Reuters shares in Q2 2026, an estimated $84.5K.
  • Thomson Reuters made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1241 holding.
  • Brinker Capital Investments first reported a position in Thomson Reuters in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Thomson Reuters position peaked at $9.04M in Q4 2020.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.