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Cornerstone Financial Management’s Thomson Reuters TRI Stock Holding History

Cornerstone Financial Management’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 		$4.08K Buy
50
+7
+16% +$611 ﹤0.01% 662
2026
Q1 		$3.96K Buy
43
+26
+153% +$2.74K ﹤0.01% 545
2025
Q4 		$2.24K Buy
+17
New +$2.46K ﹤0.01% 648

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

Cornerstone Financial Management's TRI Position: Q2 2026 in Review

Cornerstone Financial Management increased its Thomson Reuters (TRI) stake by 16% in Q2 2026, buying an estimated $611 and bringing the position to 50 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Cornerstone Financial Management first reported a position in TRI in Q4 2025 and has held it in 3 quarters since. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Cornerstone Financial Management held 50 shares of Thomson Reuters worth $4.08K as of Q2 2026.
  • Cornerstone Financial Management bought 7 Thomson Reuters shares in Q2 2026, an estimated $611.
  • Thomson Reuters made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #662 holding.
  • Cornerstone Financial Management first reported a position in Thomson Reuters in Q4 2025 and has held it in 3 quarters since.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.