CoreCap Advisors
TRI icon

CoreCap Advisors’s Thomson Reuters TRI Stock Holding History

CoreCap 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
Q3 		$3.6K Hold
37
– – ﹤0.01% 2336
2026
Q2 		$3.02K Sell
37
-69
-65% -$6.03K ﹤0.01% 2425
2026
Q1 		$9.7K Hold
106
– – ﹤0.01% 1960
2025
Q4 		$14.2K Hold
106
– – ﹤0.01% 1817
2025
Q3 		$16.8K Hold
106
– – ﹤0.01% 1738
2025
Q2 		$21.7K Sell
106
-114
-52% -$21.7K ﹤0.01% 1580
2025
Q1 		$38.5K Sell
220
-159
-42% -$27.4K ﹤0.01% 1280
2024
Q4 		$61.7K Sell
379
-214
-36% -$36K ﹤0.01% 1100
2024
Q3 		$103K Buy
+593
New +$100K ﹤0.01% 898
2024
Q2 		– Sell
-135
Closed -$21.3K – 2497
2024
Q1 		$21.3K Buy
+135
New +$21K ﹤0.01% 1453
2022
Q4 		$16.7K Buy
+139
New +$16K ﹤0.01% 1367
2022
Q3 		– Sell
-139
Closed -$15K – 1963
2022
Q2 		$15K Buy
+139
New +$14.7K ﹤0.01% 1356
2022
Q1 		– Sell
-87
Closed -$11K – 1967
2021
Q4 		$11K Buy
+87
New +$10.8K ﹤0.01% 1532

Other funds holding TRI

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Davis Rea
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Louisbourg Investments
Louisbourg Investments Dieppe, New Brunswick, Canada $545M AUM 16.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Cooper Investors
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

CoreCap Advisors's TRI Position: Q3 2026 in Review

CoreCap Advisors held its Thomson Reuters (TRI) position steady in Q3 2026 at 37 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2336.

CoreCap Advisors first reported a position in TRI in Q4 2021 and has held it in 13 quarters since. The position peaked at $103K in Q3 2024. 81 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • CoreCap Advisors held 37 shares of Thomson Reuters worth $3.6K as of Q3 2026.
  • CoreCap Advisors left its Thomson Reuters share count unchanged in Q3 2026.
  • Thomson Reuters made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2336 holding.
  • CoreCap Advisors first reported a position in Thomson Reuters in Q4 2021 and has held it in 13 quarters since.
  • CoreCap Advisors's Thomson Reuters position peaked at $103K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.