Coastal Bridge Advisors’s Thomson Reuters TRI Stock Holding History

Coastal Bridge 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	$475K	Sell	5,817 -1,539	-21%	-$134K	0.03%	329
2026 Q1	$672K	Buy	7,356 +1,267	+21%	+$134K	0.05%	270
2025 Q4	$816K	Buy	6,089 +439	+8%	+$63.6K	0.06%	242
2025 Q3	$892K	Buy	5,650 +26	+0.5%	+$4.85K	0.07%	224
2025 Q2	$1.15M	Buy	5,624 +4,266	+314%	+$812K	0.09%	193
2025 Q1	$238K	Buy	+1,358	New	+$234K	0.02%	375

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

Coastal Bridge Advisors's TRI Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Thomson Reuters (TRI) stake by 21% in Q2 2026, selling an estimated $134K and leaving 5,817 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #329.

Coastal Bridge Advisors first reported a position in TRI in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.15M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Coastal Bridge Advisors held 5,817 shares of Thomson Reuters worth $475K as of Q2 2026.
Coastal Bridge Advisors sold 1,539 Thomson Reuters shares in Q2 2026, an estimated $134K.
Thomson Reuters made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #329 holding.
Coastal Bridge Advisors first reported a position in Thomson Reuters in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Thomson Reuters position peaked at $1.15M in Q2 2025.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.