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Clearstead Advisors’s Thomson Reuters TRI Stock Holding History

Clearstead Advisors’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 		$71.8K Buy
+879
New +$76.8K ﹤0.01% 1383
2026
Q1 		– Sell
-1
Closed -$132 – 2812
2025
Q4 		$132 Buy
+1
New +$145 ﹤0.01% 2475

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

Clearstead Advisors's TRI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Thomson Reuters (TRI) in Q2 2026: 879 shares worth $71.8K. The stake represents ﹤0.01% of the portfolio and ranks #1383 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in TRI as recently as Q4 2025.

Clearstead Advisors first reported a position in TRI in Q4 2025 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Clearstead Advisors held 879 shares of Thomson Reuters worth $71.8K as of Q2 2026.
  • Thomson Reuters was a new Clearstead Advisors position in Q2 2026.
  • Thomson Reuters made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1383 holding.
  • Clearstead Advisors first reported a position in Thomson Reuters in Q4 2025 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.