Caldwell Trust’s Thomson Reuters TRI Stock Holding History

Caldwell Trust’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	$12K	Buy	+147	New	+$12.8K	﹤0.01%	664

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

Caldwell Trust's TRI Position: Q2 2026 in Review

Caldwell Trust opened a new position in Thomson Reuters (TRI) in Q2 2026: 147 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings.

419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Caldwell Trust held 147 shares of Thomson Reuters worth $12K as of Q2 2026.
Thomson Reuters was a new Caldwell Trust position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #664 holding.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.