Cornerstone Planning Group
TRI icon

Cornerstone Planning Group’s Thomson Reuters TRI Stock Holding History

Cornerstone Planning Group’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 		– Sell
-1,207
Closed -$105K – 1572
2026
Q2 		$105K Buy
1,207
+37
+3% +$3.23K 0.01% 243
2026
Q1 		$113K Hold
1,170
– – 0.02% 227
2025
Q4 		$139K Buy
1,170
+349
+43% +$50.5K 0.02% 178
2025
Q3 		$119K Sell
821
-398
-33% -$74.2K 0.02% 197
2025
Q2 		$247K Sell
1,219
-235
-16% -$44.8K 0.05% 76
2025
Q1 		$269K Sell
1,454
-741
-34% -$128K 0.06% 76
2024
Q4 		$367K Sell
2,195
-4
-0.2% -$674 0.09% 49
2024
Q3 		$372K Sell
2,199
-38
-2% -$6.41K 0.1% 49
2024
Q2 		$352K Sell
2,237
-1
-0% -$166 0.1% 58
2024
Q1 		$374K Sell
2,238
-60
-3% -$9.34K 0.12% 47
2023
Q4 		$341K Sell
2,298
-8
-0.3% -$1.08K 0.11% 56
2023
Q3 		$286K Sell
2,306
-65
-3% -$8.57K 0.11% 64
2023
Q2 		$325K Buy
+2,371
New +$318K 0.13% 65
2022
Q4 		$202K Buy
+1,637
New +$189K 0.08% 98

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

Cornerstone Planning Group's TRI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Thomson Reuters (TRI) in Q3 2026, closing a stake of 1,207 shares — an estimated $105K sold.

Cornerstone Planning Group first reported a position in TRI in Q4 2022 and held it in 14 quarters. The position peaked at $374K in Q1 2024. 84 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Thomson Reuters position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1,207 Thomson Reuters shares in Q3 2026, an estimated $105K.
  • Cornerstone Planning Group first reported a position in Thomson Reuters in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Thomson Reuters position peaked at $374K in Q1 2024.
  • 84 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.