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Capital Analysts LLC’s Thomson Reuters TRI Stock Holding History

Capital Analysts LLC’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 		$2K Sell
20
-12
-38% -$1.05K ﹤0.01% 1484
2026
Q1 		$3K Sell
32
-44
-58% -$4.64K ﹤0.01% 1435
2025
Q4 		$10K Hold
76
– – ﹤0.01% 1252
2025
Q3 		$12K Hold
76
– – ﹤0.01% 1179
2025
Q2 		$15K Sell
76
-16
-17% -$3.05K ﹤0.01% 1082
2025
Q1 		$16K Hold
92
– – ﹤0.01% 1045
2024
Q4 		$15K Sell
92
-15
-14% -$2.53K ﹤0.01% 999
2024
Q3 		$19K Buy
+107
New +$18.1K ﹤0.01% 920

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

Capital Analysts LLC's TRI Position: Q2 2026 in Review

Capital Analysts LLC reduced its Thomson Reuters (TRI) stake by 38% in Q2 2026, selling an estimated $1.05K and leaving 20 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1484.

Capital Analysts LLC first reported a position in TRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $19K in Q3 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Capital Analysts LLC held 20 shares of Thomson Reuters worth $2K as of Q2 2026.
  • Capital Analysts LLC sold 12 Thomson Reuters shares in Q2 2026, an estimated $1.05K.
  • Thomson Reuters made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1484 holding.
  • Capital Analysts LLC first reported a position in Thomson Reuters in Q3 2024 and has held it in 8 quarters since.
  • Capital Analysts LLC's Thomson Reuters position peaked at $19K in Q3 2024.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.