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Community Financial Services Group’s Thomson Reuters TRI Stock Holding History

Community Financial Services 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
-59
Closed -$5.28K – 546
2026
Q1 		$5.28K Buy
+59
New +$6.22K ﹤0.01% 369
2019
Q4 		– Sell
-45,463
Closed -$3.2M – 84
2019
Q3 		$3.2M Sell
45,463
-696
-2% -$49.4K 0.93% 37
2019
Q2 		$3.13M Buy
46,159
+36
+0.1% +$2.38K 1.07% 32
2019
Q1 		$2.88M Buy
46,123
+2,505
+6% +$140K 0.98% 32
2018
Q4 		$2.22M Buy
43,618
+2,411
+6% +$129K 0.84% 36
2018
Q3 		$2.19M Sell
41,207
-1,177
-3% -$58.9K 0.75% 36
2018
Q2 		$1.98M Buy
42,384
+405
+1% +$18.6K 0.71% 39
2018
Q1 		$1.88M Buy
41,979
+1,038
+3% +$49.6K 0.74% 40
2017
Q4 		$2.07M Buy
40,941
+612
+2% +$32K 0.8% 41
2017
Q3 		$2.15M Buy
40,329
+3,082
+8% +$165K 0.88% 38
2017
Q2 		$2M Buy
37,247
+990
+3% +$50.7K 0.88% 37
2017
Q1 		$1.82M Buy
36,257
+190
+0.5% +$9.7K 0.82% 41
2016
Q4 		$1.83M Buy
36,067
+239
+0.7% +$11.7K 0.86% 41
2016
Q3 		$1.72M Buy
35,828
+455
+1% +$22K 0.81% 43
2016
Q2 		$1.66M Sell
35,373
-344
-1% -$16.4K 0.82% 45
2016
Q1 		$1.68M Buy
35,717
+736
+2% +$31.6K 0.82% 42
2015
Q4 		$1.54M Buy
34,981
+758
+2% +$35.2K 0.75% 43
2015
Q3 		$1.6M Sell
34,223
-626
-2% -$28.5K 0.79% 44
2015
Q2 		$1.54M Sell
34,849
-827
-2% -$38.7K 0.73% 44
2015
Q1 		$1.68M Sell
35,676
-564
-2% -$25.9K 0.79% 43
2014
Q4 		$1.7M Buy
36,240
+765
+2% +$33.9K 0.78% 43
2014
Q3 		$1.5M Buy
35,475
+1,052
+3% +$45.5K 0.74% 43
2014
Q2 		$1.45M Buy
34,423
+1,551
+5% +$63.4K 0.72% 46
2014
Q1 		$1.3M Buy
32,872
+1,343
+4% +$55.1K 0.64% 48
2013
Q4 		$1.38M Buy
31,529
+298
+1% +$12.7K 0.75% 46
2013
Q3 		$1.27M Buy
31,231
+74
+0.2% +$2.94K 0.71% 47
2013
Q2 		$1.18M Buy
+31,157
New +$1.21M 0.7% 47

Other funds holding TRI

AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
FNBOMD
First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $4.59B AUM 41.03% 1-Year Est. Return
FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Community Financial Services Group's TRI Position: Q2 2026 in Review

Community Financial Services Group sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 59 shares — an estimated $5.28K sold.

Community Financial Services Group first reported a position in TRI in Q2 2013 and held it in 27 quarters. The position peaked at $3.2M in Q3 2019. 42 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Community Financial Services Group reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Community Financial Services Group sold 59 Thomson Reuters shares in Q2 2026, an estimated $5.28K.
  • Community Financial Services Group first reported a position in Thomson Reuters in Q2 2013 and held it in 27 quarters.
  • Community Financial Services Group's Thomson Reuters position peaked at $3.2M in Q3 2019.
  • 42 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.