Corient Private Wealth
TRI icon

Corient Private Wealth’s Thomson Reuters TRI Stock Holding History

Corient Private Wealth’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 		$1.1M Sell
13,524
-4,847
-26% -$423K ﹤0.01% 1752
2026
Q1 		$1.65M Sell
18,371
-1,334
-7% -$141K ﹤0.01% 1368
2025
Q4 		$2.64M Buy
19,705
+1,090
+6% +$158K ﹤0.01% 1021
2025
Q3 		$2.94M Sell
18,615
-860
-4% -$160K ﹤0.01% 908
2025
Q2 		$3.98M Sell
19,475
-2,163
-10% -$412K 0.01% 775
2025
Q1 		$3.8M Sell
21,638
-1,686
-7% -$291K 0.01% 759
2024
Q4 		$3.8M Sell
23,324
-683
-3% -$115K 0.01% 779
2024
Q3 		$4.16M Sell
24,007
-5,438
-18% -$918K 0.01% 808
2024
Q2 		$5.04M Sell
29,445
-745
-2% -$123K 0.01% 708
2024
Q1 		$4.78M Sell
30,190
-403
-1% -$62.7K 0.01% 714
2023
Q4 		$4.54M Buy
30,593
+155
+0.5% +$20.9K 0.01% 720
2023
Q3 		$3.78M Sell
30,438
-487
-2% -$64.2K 0.01% 703
2023
Q2 		$4.24M Sell
30,925
-1,022
-3% -$137K 0.01% 676
2023
Q1 		$4.38M Buy
31,947
+2,941
+10% +$375K 0.01% 626
2022
Q4 		$3.49M Buy
+29,006
New +$3.34M 0.01% 572

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

Corient Private Wealth's TRI Position: Q2 2026 in Review

Corient Private Wealth reduced its Thomson Reuters (TRI) stake by 26% in Q2 2026, selling an estimated $423K and leaving 13,524 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Corient Private Wealth first reported a position in TRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q2 2024. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Corient Private Wealth held 13,524 shares of Thomson Reuters worth $1.1M as of Q2 2026.
  • Corient Private Wealth sold 4,847 Thomson Reuters shares in Q2 2026, an estimated $423K.
  • Thomson Reuters made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1752 holding.
  • Corient Private Wealth first reported a position in Thomson Reuters in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Thomson Reuters position peaked at $5.04M in Q2 2024.
  • 422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.