CA
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
Q2 		$3.02K Sell
37
-69
-65% -$6.03K ﹤0.01% 2425
2026
Q1 		$9.72K 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

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 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

CoreCap Advisors's TRI Position: Q2 2026 in Review

CoreCap Advisors reduced its Thomson Reuters (TRI) stake by 65% in Q2 2026, selling an estimated $6.03K and leaving 37 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #2425.

CoreCap Advisors first reported a position in TRI in Q4 2021 and has held it in 12 quarters since. The position peaked at $103K in Q3 2024. 49 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • CoreCap Advisors held 37 shares of Thomson Reuters worth $3.02K as of Q2 2026.
  • CoreCap Advisors sold 69 Thomson Reuters shares in Q2 2026, an estimated $6.03K.
  • Thomson Reuters made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2425 holding.
  • CoreCap Advisors first reported a position in Thomson Reuters in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Thomson Reuters position peaked at $103K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.