Brown Shipley & Co’s Thomson Reuters TRI Stock Holding History

Brown Shipley & Co’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	$15.4K	Hold	189	–	–	0.01%	69
2026 Q1	$17.3K	Hold	189	–	–	0.01%	66
2025 Q4	$25.4K	Hold	189	–	–	0.01%	61
2025 Q3	$29.8K	Hold	189	–	–	0.02%	57
2025 Q2	$38.5K	Hold	189	–	–	0.02%	58
2025 Q1	$33.1K	Hold	189	–	–	0.02%	56
2024 Q4	$30.6K	Hold	189	–	–	0.02%	59
2024 Q3	$44.3K	Sell	189 -1	-0.5%	-$169	0.02%	58
2024 Q2	$44.5K	Buy	190 +1	+0.5%	+$166	0.02%	56
2024 Q1	$29.8K	Hold	189	–	–	0.01%	86
2023 Q4	$28.2K	Hold	189	–	–	0.01%	76
2023 Q3	$23.6K	Hold	189	–	–	0.01%	79
2023 Q2	$26K	Sell	189 -1	-0.5%	-$134	0.01%	97
2023 Q1	$26K	Buy	+190	New	+$24.2K	0.02%	97

Other funds holding TRI

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return