Crewe Advisors’s Thomson Reuters TRI Stock Holding History

Crewe Advisors’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	$7.11K	Sell	87 -138	-61%	-$12.1K	﹤0.01%	824
2026 Q1	$20.6K	Sell	225 -291	-56%	-$30.7K	﹤0.01%	511
2025 Q4	$69.1K	Sell	516 -106	-17%	-$15.3K	0.01%	330
2025 Q3	$98.2K	Buy	+622	New	+$116K	0.01%	301
2024 Q3	–	Sell	-837	Closed	-$143K	–	975
2024 Q2	$143K	Sell	837 -34	-4%	-$5.64K	0.02%	222
2024 Q1	$138K	Buy	+871	New	+$136K	0.02%	227
2023 Q3	–	Sell	-1,360	Closed	-$186K	–	885
2023 Q2	$186K	Sell	1,360 -93	-6%	-$12.5K	0.03%	147
2023 Q1	$199K	Buy	1,453 +16	+1%	+$2.04K	0.03%	158
2022 Q4	$173K	Hold	1,437	–	–	0.03%	168
2022 Q3	$155K	Hold	1,437	–	–	0.03%	174
2022 Q2	$158K	Buy	+1,437	New	+$152K	0.03%	161

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

Crewe Advisors's TRI Position: Q2 2026 in Review

Crewe Advisors reduced its Thomson Reuters (TRI) stake by 61% in Q2 2026, selling an estimated $12.1K and leaving 87 shares worth $7.11K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Crewe Advisors first reported a position in TRI in Q2 2022 and has held it in 11 quarters since. The position peaked at $199K in Q1 2023. 423 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Crewe Advisors held 87 shares of Thomson Reuters worth $7.11K as of Q2 2026.
Crewe Advisors sold 138 Thomson Reuters shares in Q2 2026, an estimated $12.1K.
Thomson Reuters made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #824 holding.
Crewe Advisors first reported a position in Thomson Reuters in Q2 2022 and has held it in 11 quarters since.
Crewe Advisors's Thomson Reuters position peaked at $199K in Q1 2023.
423 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.