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Curio Wealth’s Thomson Reuters TRI Stock Holding History

Curio Wealth’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 		– Sell
-160
Closed -$14.7K – 1044
2026
Q1 		$14.7K Hold
160
– – 0.01% 197
2025
Q4 		$21.7K Hold
160
– – 0.01% 189
2025
Q3 		$25.3K Hold
160
– – 0.01% 147
2025
Q2 		$32.8K Buy
160
+159
+15,900% +$30.3K 0.01% 142
2025
Q1 		$26.1K Sell
1
-159
-99% -$27.4K 0.01% 162
2024
Q4 		$26.1K Buy
+160
New +$27K 0.01% 157

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

Curio Wealth's TRI Position: Q2 2026 in Review

Curio Wealth sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 160 shares — an estimated $14.7K sold.

Curio Wealth first reported a position in TRI in Q4 2024 and held it in 6 quarters. The position peaked at $32.8K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Curio Wealth reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 160 Thomson Reuters shares in Q2 2026, an estimated $14.7K.
  • Curio Wealth first reported a position in Thomson Reuters in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Thomson Reuters position peaked at $32.8K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.