Creative Planning
TRI icon

Creative Planning’s Thomson Reuters TRI Stock Holding History

Creative Planning’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 		$4.21M Sell
51,561
-1,757
-3% -$153K ﹤0.01% 1539
2026
Q1 		$4.87M Buy
53,318
+32,547
+157% +$3.43M ﹤0.01% 1220
2025
Q4 		$2.78M Buy
20,771
+311
+2% +$45K ﹤0.01% 1440
2025
Q3 		$3.23M Buy
20,460
+201
+1% +$37.5K ﹤0.01% 1166
2025
Q2 		$4.14M Buy
20,259
+512
+3% +$97.5K ﹤0.01% 851
2025
Q1 		$3.47M Buy
19,747
+1,013
+5% +$175K ﹤0.01% 865
2024
Q4 		$3.05M Buy
18,734
+675
+4% +$114K ﹤0.01% 888
2024
Q3 		$3.13M Buy
18,059
+1,491
+9% +$252K ﹤0.01% 840
2024
Q2 		$2.84M Buy
16,568
+161
+1% +$26.7K ﹤0.01% 840
2024
Q1 		$2.6M Buy
16,407
+1,450
+10% +$226K ﹤0.01% 865
2023
Q4 		$2.22M Buy
14,957
+2,082
+16% +$281K ﹤0.01% 886
2023
Q3 		$1.6M Sell
12,875
-1,034
-7% -$136K ﹤0.01% 956
2023
Q2 		$1.91M Buy
13,909
+1,926
+16% +$258K ﹤0.01% 837
2023
Q1 		$1.64M Buy
11,983
+3,215
+37% +$410K ﹤0.01% 863
2022
Q4 		$1.05M Sell
8,768
-213
-2% -$24.5K ﹤0.01% 1006
2022
Q3 		$971K Buy
8,981
+2,891
+47% +$335K ﹤0.01% 980
2022
Q2 		$669K Buy
6,090
+1,919
+46% +$203K ﹤0.01% 1153
2022
Q1 		$478K Sell
4,171
-17
-0.4% -$1.9K ﹤0.01% 1341
2021
Q4 		$528K Buy
4,188
+333
+9% +$41.5K ﹤0.01% 1267
2021
Q3 		$449K Buy
3,855
+107
+3% +$12.5K ﹤0.01% 1359
2021
Q2 		$392K Sell
3,748
-270
-7% -$27.1K ﹤0.01% 1408
2021
Q1 		$371K Buy
4,018
+894
+29% +$79.5K ﹤0.01% 1643
2020
Q4 		$270K Buy
3,124
+46
+1% +$3.94K ﹤0.01% 1688
2020
Q3 		$259K Buy
+3,078
New +$240K ﹤0.01% 1518
2020
Q2 		– Sell
-4,467
Closed -$319K – 2132
2020
Q1 		$319K Sell
4,467
-3,022
-40% -$235K ﹤0.01% 1158
2019
Q4 		$565K Buy
7,489
+311
+4% +$22.6K ﹤0.01% 1047
2019
Q3 		$506K Buy
7,178
+1,871
+35% +$133K ﹤0.01% 1057
2019
Q2 		$360K Buy
5,307
+290
+6% +$19.2K ﹤0.01% 1263
2019
Q1 		$313K Sell
5,017
-173
-3% -$9.66K ﹤0.01% 1310
2018
Q4 		$264K Buy
5,190
+99
+2% +$5.31K ﹤0.01% 1320
2018
Q3 		$270K Buy
+5,091
New +$255K ﹤0.01% 1473
2018
Q1 		– Sell
-4,434
Closed -$224K – 2123
2017
Q4 		$224K Buy
4,434
+435
+11% +$22.7K ﹤0.01% 1530
2017
Q3 		$213K Buy
3,999
+191
+5% +$10.2K ﹤0.01% 1569
2017
Q2 		$205K Sell
3,808
-1,141
-23% -$58.5K ﹤0.01% 1507
2017
Q1 		$248K Buy
4,949
+241
+5% +$12.3K ﹤0.01% 1366
2016
Q4 		$239K Buy
4,708
+1,384
+42% +$67.5K ﹤0.01% 1315
2016
Q3 		$160K Sell
3,324
-545
-14% -$26.4K ﹤0.01% 1540
2016
Q2 		$181K Buy
3,869
+935
+32% +$44.6K ﹤0.01% 1303
2016
Q1 		$138K Buy
2,934
+71
+2% +$3.05K ﹤0.01% 1436
2015
Q4 		$126K Buy
2,863
+5
+0.2% +$232 ﹤0.01% 1497
2015
Q3 		$134K Buy
+2,858
New +$130K ﹤0.01% 1413
2015
Q2 		– Sell
-1,776
Closed -$84K – 2864
2015
Q1 		$84K Sell
1,776
-225
-11% -$10.3K ﹤0.01% 1671
2014
Q4 		$94K Buy
2,001
+1,101
+122% +$48.8K ﹤0.01% 1585
2014
Q3 		$38K Sell
900
-368
-29% -$15.9K ﹤0.01% 2113
2014
Q2 		$53K Buy
1,268
+368
+41% +$15.1K ﹤0.01% 1849
2014
Q1 		$36K Buy
900
+422
+88% +$17.3K ﹤0.01% 2015
2013
Q4 		$21K Buy
478
+66
+16% +$2.82K ﹤0.01% 2161
2013
Q3 		$17K Hold
412
– – ﹤0.01% 2189
2013
Q2 		$16K Buy
+412
New +$15.9K ﹤0.01% 2061

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

Creative Planning's TRI Position: Q2 2026 in Review

Creative Planning reduced its Thomson Reuters (TRI) stake by 3.3% in Q2 2026, selling an estimated $153K and leaving 51,561 shares worth $4.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

Creative Planning first reported a position in TRI in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.87M in Q1 2026. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Creative Planning held 51,561 shares of Thomson Reuters worth $4.21M as of Q2 2026.
  • Creative Planning sold 1,757 Thomson Reuters shares in Q2 2026, an estimated $153K.
  • Thomson Reuters made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1539 holding.
  • Creative Planning first reported a position in Thomson Reuters in Q2 2013 and has held it in 49 quarters since.
  • Creative Planning's Thomson Reuters position peaked at $4.87M in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.