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 Q3	$18.4K	Hold	189	–	–	0.01%	71
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

Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

BAM

Burkett Asset Management Victoria $106M AUM 18.13% 1-Year Est. Return

BCI

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brown Shipley & Co's TRI Position: Q3 2026 in Review

Brown Shipley & Co held its Thomson Reuters (TRI) position steady in Q3 2026 at 189 shares worth $18.4K. The position accounts for 0.01% of the portfolio, ranked #71.

Brown Shipley & Co first reported a position in TRI in Q1 2023 and has held it in 15 quarters since. The position peaked at $44.5K in Q2 2024. 37 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

Brown Shipley & Co held 189 shares of Thomson Reuters worth $18.4K as of Q3 2026.
Brown Shipley & Co left its Thomson Reuters share count unchanged in Q3 2026.
Thomson Reuters made up 0.01% of Brown Shipley & Co's portfolio in Q3 2026, its #71 holding.
Brown Shipley & Co first reported a position in Thomson Reuters in Q1 2023 and has held it in 15 quarters since.
Brown Shipley & Co's Thomson Reuters position peaked at $44.5K in Q2 2024.
37 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.