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

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

Brown Shipley & Co's TRI Position: Q2 2026 in Review

Brown Shipley & Co held its Thomson Reuters (TRI) position steady in Q2 2026 at 189 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #69.

Brown Shipley & Co first reported a position in TRI in Q1 2023 and has held it in 14 quarters since. The position peaked at $44.5K in Q2 2024. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Brown Shipley & Co held 189 shares of Thomson Reuters worth $15.4K as of Q2 2026.
Brown Shipley & Co left its Thomson Reuters share count unchanged in Q2 2026.
Thomson Reuters made up 0.01% of Brown Shipley & Co's portfolio in Q2 2026, its #69 holding.
Brown Shipley & Co first reported a position in Thomson Reuters in Q1 2023 and has held it in 14 quarters since.
Brown Shipley & Co's Thomson Reuters position peaked at $44.5K in Q2 2024.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.