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Concurrent Investment Advisors’s Thomson Reuters TRI Stock Holding History

Concurrent Investment 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 		$577K Buy
7,063
+1,018
+17% +$88.9K ﹤0.01% 1319
2026
Q1 		$553K Buy
6,045
+2,848
+89% +$300K 0.01% 1162
2025
Q4 		$428K Buy
3,197
+697
+28% +$101K ﹤0.01% 1218
2025
Q3 		$394K Sell
2,500
-245
-9% -$45.7K 0.01% 1027
2025
Q2 		$561K Buy
2,745
+572
+26% +$109K 0.01% 806
2025
Q1 		$381K Buy
2,173
+752
+53% +$130K 0.01% 828
2024
Q4 		$231K Buy
1,421
+265
+23% +$44.6K 0.01% 934
2024
Q3 		$200K Sell
1,156
-431
-27% -$72.8K 0.01% 943
2024
Q2 		$272K Sell
1,587
-11
-0.7% -$1.82K 0.01% 775
2024
Q1 		$253K Sell
1,598
-126
-7% -$19.6K 0.01% 723
2023
Q4 		$256K Buy
+1,724
New +$233K 0.01% 704

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

Concurrent Investment Advisors's TRI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Thomson Reuters (TRI) stake by 17% in Q2 2026, buying an estimated $88.9K and bringing the position to 7,063 shares worth $577K. The position accounts for ﹤0.01% of the portfolio, ranked #1319.

Concurrent Investment Advisors first reported a position in TRI in Q4 2023 and has held it in 11 quarters since. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Concurrent Investment Advisors held 7,063 shares of Thomson Reuters worth $577K as of Q2 2026.
  • Concurrent Investment Advisors bought 1,018 Thomson Reuters shares in Q2 2026, an estimated $88.9K.
  • Thomson Reuters made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1319 holding.
  • Concurrent Investment Advisors first reported a position in Thomson Reuters in Q4 2023 and has held it in 11 quarters since.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.