Cromwell Holdings’s Thomson Reuters TRI Stock Holding History

Cromwell Holdings’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	$44.3K	Sell	543 -275	-34%	-$24K	0.02%	506
2026 Q1	$74.8K	Buy	818 +318	+64%	+$33.5K	0.04%	388
2025 Q4	$67K	Hold	500	–	–	0.04%	409
2025 Q3	$78.9K	Sell	500 -19	-4%	-$3.54K	0.04%	376
2025 Q2	$106K	Buy	519 +19	+4%	+$3.62K	0.06%	294
2025 Q1	$87.8K	Hold	500	–	–	0.06%	316
2024 Q4	$81.5K	Hold	500	–	–	0.05%	334
2024 Q3	$86.7K	Hold	500	–	–	0.06%	323
2024 Q2	$85.6K	Buy	+500	New	+$82.9K	0.05%	321

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

Cromwell Holdings's TRI Position: Q2 2026 in Review

Cromwell Holdings reduced its Thomson Reuters (TRI) stake by 34% in Q2 2026, selling an estimated $24K and leaving 543 shares worth $44.3K. The position accounts for 0.02% of the portfolio, ranked #506.

Cromwell Holdings first reported a position in TRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $106K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Cromwell Holdings held 543 shares of Thomson Reuters worth $44.3K as of Q2 2026.
Cromwell Holdings sold 275 Thomson Reuters shares in Q2 2026, an estimated $24K.
Thomson Reuters made up 0.02% of Cromwell Holdings's portfolio in Q2 2026, its #506 holding.
Cromwell Holdings first reported a position in Thomson Reuters in Q2 2024 and has held it in 9 quarters since.
Cromwell Holdings's Thomson Reuters position peaked at $106K in Q2 2025.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.