Clean Yield Group’s Thomson Reuters TRI Stock Holding History

Clean Yield Group’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	–	Sell	-53	Closed	-$4.86K	–	411
2026 Q1	$4.86K	Sell	53 -160	-75%	-$16.9K	﹤0.01%	338
2025 Q4	$28.5K	Sell	213 -15	-7%	-$2.17K	0.01%	268
2025 Q3	$36K	Hold	228	–	–	0.01%	255
2025 Q2	$46.7K	Hold	228	–	–	0.01%	228
2025 Q1	$40.1K	Sell	228 -13	-5%	-$2.24K	0.01%	243
2024 Q4	$39.3K	Hold	241	–	–	0.01%	246
2024 Q3	$41.8K	Buy	+241	New	+$40.7K	0.01%	242

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

Clean Yield Group's TRI Position: Q2 2026 in Review

Clean Yield Group sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 53 shares — an estimated $4.86K sold.

Clean Yield Group first reported a position in TRI in Q3 2024 and held it in 7 quarters. The position peaked at $46.7K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Clean Yield Group reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Clean Yield Group sold 53 Thomson Reuters shares in Q2 2026, an estimated $4.86K.
Clean Yield Group first reported a position in Thomson Reuters in Q3 2024 and held it in 7 quarters.
Clean Yield Group's Thomson Reuters position peaked at $46.7K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.