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 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%	-$74.3K	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

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Cornerstone Planning Group's TRI Position: Q2 2026 in Review

Cornerstone Planning Group increased its Thomson Reuters (TRI) stake by 3.2% in Q2 2026, buying an estimated $3.23K and bringing the position to 1,207 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #243.

Cornerstone Planning Group first reported a position in TRI in Q4 2022 and has held it in 14 quarters since. The position peaked at $374K in Q1 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Cornerstone Planning Group held 1,207 shares of Thomson Reuters worth $105K as of Q2 2026.
Cornerstone Planning Group bought 37 Thomson Reuters shares in Q2 2026, an estimated $3.23K.
Thomson Reuters made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #243 holding.
Cornerstone Planning Group first reported a position in Thomson Reuters in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Thomson Reuters position peaked at $374K in Q1 2024.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.