Commonwealth Equity Services’s Thomson Reuters TRI Stock Holding History

Commonwealth Equity Services’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	$1.61M	Buy	19,708 +1,651	+9%	+$144K	﹤0.01%	2314
2026 Q1	$1.65M	Buy	18,057 +10,741	+147%	+$1.13M	﹤0.01%	2178
2025 Q4	$980K	Sell	7,316 -1,223	-14%	-$177K	﹤0.01%	2594
2025 Q3	$1.35M	Buy	8,539 +301	+4%	+$56.2K	﹤0.01%	2348
2025 Q2	$1.68M	Sell	8,238 -214	-3%	-$40.8K	﹤0.01%	2132
2025 Q1	$1.48M	Buy	8,452 +1,190	+16%	+$205K	﹤0.01%	2155
2024 Q4	$1.18M	Sell	7,262 -570	-7%	-$96K	﹤0.01%	2269
2024 Q3	$1.36M	Buy	7,832 +29	+0.4%	+$4.89K	﹤0.01%	2094
2024 Q2	$1.34M	Buy	7,803 +139	+2%	+$23K	﹤0.01%	2069
2024 Q1	$1.21M	Buy	7,664 +108	+1%	+$16.8K	﹤0.01%	2112
2023 Q4	$1.12M	Buy	7,556 +338	+5%	+$45.7K	﹤0.01%	2100
2023 Q3	$897K	Buy	7,218 +92	+1%	+$12.1K	﹤0.01%	2158
2023 Q2	$977K	Sell	7,126 -100	-1%	-$13.4K	﹤0.01%	2111
2023 Q1	$990	Sell	7,226 -65	-0.9%	-$8.29K	﹤0.01%	2047
2022 Q4	$876K	Sell	7,291 -244	-3%	-$28.1K	﹤0.01%	2053
2022 Q3	$814K	Buy	7,535 +358	+5%	+$41.5K	﹤0.01%	2047
2022 Q2	$788K	Sell	7,177 -446	-6%	-$47.2K	﹤0.01%	2079
2022 Q1	$874K	Sell	7,623 -115	-1%	-$12.8K	﹤0.01%	2103
2021 Q4	$975K	Sell	7,738 -127	-2%	-$15.8K	﹤0.01%	2007
2021 Q3	$915K	Buy	7,865 +314	+4%	+$36.6K	﹤0.01%	1994
2021 Q2	$790K	Buy	7,551 +2,393	+46%	+$240K	﹤0.01%	2095
2021 Q1	$475K	Buy	5,158 +16	+0.3%	+$1.42K	﹤0.01%	2376
2020 Q4	$443K	Sell	5,142 -590	-10%	-$50.5K	﹤0.01%	2235
2020 Q3	$481K	Sell	5,732 -174	-3%	-$13.5K	﹤0.01%	1991
2020 Q2	$423K	Buy	5,906 +207	+4%	+$15K	﹤0.01%	2014
2020 Q1	$407K	Sell	5,699 -1,847	-24%	-$144K	﹤0.01%	1836
2019 Q4	$569K	Sell	7,546 -199	-3%	-$14.5K	﹤0.01%	1809
2019 Q3	$545K	Buy	7,745 +1,999	+35%	+$142K	﹤0.01%	1766
2019 Q2	$390K	Buy	5,746 +938	+20%	+$62.1K	﹤0.01%	1997
2019 Q1	$299K	Buy	4,808 +33	+0.7%	+$1.84K	﹤0.01%	2157
2018 Q4	$243K	Sell	4,775 -228	-5%	-$12.2K	﹤0.01%	2178
2018 Q3	$265K	Buy	5,003 +25	+0.5%	+$1.25K	﹤0.01%	2279
2018 Q2	$233K	Sell	4,978 -4	-0.1%	-$184	﹤0.01%	2335
2018 Q1	$223K	Sell	4,982 -503	-9%	-$24K	﹤0.01%	2315
2017 Q4	$277K	Sell	5,485 -297	-5%	-$15.5K	﹤0.01%	2099
2017 Q3	$308K	Sell	5,782 -188	-3%	-$10K	﹤0.01%	1958
2017 Q2	$321K	Sell	5,970 -228	-4%	-$11.7K	﹤0.01%	1871
2017 Q1	$311K	Sell	6,198 -666	-10%	-$34K	﹤0.01%	1825
2016 Q4	$349K	Buy	6,864 +1,915	+39%	+$93.4K	﹤0.01%	1666
2016 Q3	$238K	Buy	4,949 +180	+4%	+$8.71K	﹤0.01%	1877
2016 Q2	$224K	Buy	+4,769	New	+$227K	﹤0.01%	1880
2016 Q1	–	Sell	-4,585	Closed	-$201K	–	2264
2015 Q4	$201K	Buy	+4,585	New	+$213K	﹤0.01%	1876
2015 Q3	–	Sell	-13,623	Closed	-$602K	–	2229
2015 Q2	$602K	Buy	13,623 +10	+0.1%	+$468	0.01%	1230
2015 Q1	$641K	Buy	13,613 +196	+1%	+$9K	0.01%	1180
2014 Q4	$628K	Buy	13,417 +1,493	+13%	+$66.1K	0.01%	1136
2014 Q3	$504K	Buy	+11,924	New	+$516K	0.01%	1238

Other funds holding TRI

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

HCM

Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Commonwealth Equity Services's TRI Position: Q2 2026 in Review

Commonwealth Equity Services increased its Thomson Reuters (TRI) stake by 9.1% in Q2 2026, buying an estimated $144K and bringing the position to 19,708 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2314.

Commonwealth Equity Services first reported a position in TRI in Q3 2014 and has held it in 46 quarters since. The position peaked at $1.68M in Q2 2025. 127 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Commonwealth Equity Services held 19,708 shares of Thomson Reuters worth $1.61M as of Q2 2026.
Commonwealth Equity Services bought 1,651 Thomson Reuters shares in Q2 2026, an estimated $144K.
Thomson Reuters made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2314 holding.
Commonwealth Equity Services first reported a position in Thomson Reuters in Q3 2014 and has held it in 46 quarters since.
Commonwealth Equity Services's Thomson Reuters position peaked at $1.68M in Q2 2025.
127 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.