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CVA Family Office’s Thomson Reuters TRI Stock Holding History

CVA Family Office’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
-10
Closed -$900 – 1881
2026
Q1 		$900 Buy
+10
New +$1.05K ﹤0.01% 1670
2025
Q4 		– Sell
-8
Closed -$1.24K – 1371
2025
Q3 		$1.24K Hold
8
– – ﹤0.01% 1092
2025
Q2 		$1.61K Hold
8
– – ﹤0.01% 1025
2025
Q1 		$1.38K Hold
8
– – ﹤0.01% 1053
2024
Q4 		$1.28K Hold
8
– – ﹤0.01% 1053
2024
Q3 		$1.36K Hold
8
– – ﹤0.01% 1030
2024
Q2 		$1.35K Hold
8
– – ﹤0.01% 1018
2024
Q1 		$1.25K Hold
8
– – ﹤0.01% 982
2023
Q4 		$1.17K Buy
+8
New +$1.08K ﹤0.01% 968

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

CVA Family Office's TRI Position: Q2 2026 in Review

CVA Family Office sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 10 shares — an estimated $900 sold.

CVA Family Office first reported a position in TRI in Q4 2023 and held it in 9 quarters. The position peaked at $1.61K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • CVA Family Office reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • CVA Family Office sold 10 Thomson Reuters shares in Q2 2026, an estimated $900.
  • CVA Family Office first reported a position in Thomson Reuters in Q4 2023 and held it in 9 quarters.
  • CVA Family Office's Thomson Reuters position peaked at $1.61K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.