CCWM
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Cassaday & Co Wealth Management’s Thomson Reuters TRI Stock Holding History

Cassaday & Co Wealth Management’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 		$18K Hold
221
– – ﹤0.01% 789
2026
Q1 		$20.2K Buy
+221
New +$23.3K ﹤0.01% 784

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

Cassaday & Co Wealth Management's TRI Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Thomson Reuters (TRI) position steady in Q2 2026 at 221 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Cassaday & Co Wealth Management first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.2K in Q1 2026. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Cassaday & Co Wealth Management held 221 shares of Thomson Reuters worth $18K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Thomson Reuters share count unchanged in Q2 2026.
  • Thomson Reuters made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #789 holding.
  • Cassaday & Co Wealth Management first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Thomson Reuters position peaked at $20.2K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.