Continuum Advisory’s Thomson Reuters TRI Stock Holding History

Continuum Advisory’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	$45.5K	Buy	+557	New	+$48.7K	﹤0.01%	813
2025 Q2	–	Sell	-570	Closed	-$100K	–	1469
2025 Q1	$100K	Buy	570 +7	+1%	+$1.21K	0.01%	527
2024 Q4	$91.7K	Hold	563	–	–	0.01%	536
2024 Q3	$94.2K	Buy	563 +6	+1%	+$1.01K	0.01%	532
2024 Q2	$95.4K	Hold	557	–	–	0.01%	491
2024 Q1	$95K	Buy	+557	New	+$86.7K	0.01%	495

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

Continuum Advisory's TRI Position: Q2 2026 in Review

Continuum Advisory opened a new position in Thomson Reuters (TRI) in Q2 2026: 557 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in TRI as recently as Q1 2025.

Continuum Advisory first reported a position in TRI in Q1 2024 and has held it in 6 quarters since. The position peaked at $100K in Q1 2025. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Continuum Advisory held 557 shares of Thomson Reuters worth $45.5K as of Q2 2026.
Thomson Reuters was a new Continuum Advisory position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #813 holding.
Continuum Advisory first reported a position in Thomson Reuters in Q1 2024 and has held it in 6 quarters since.
Continuum Advisory's Thomson Reuters position peaked at $100K in Q1 2025.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.