Diversify Advisory Services’s Thomson Reuters TRI Stock Holding History

Diversify Advisory Services’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	$210K	Buy	+2,152	New	+$188K	﹤0.01%	1182
2025 Q4	–	Sell	-1,706	Closed	-$270K	–	969
2025 Q3	$270K	Sell	1,706 -1,139	-40%	-$212K	0.01%	759
2025 Q2	$492K	Buy	+2,845	New	+$542K	0.02%	536

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

Diversify Advisory Services's TRI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Thomson Reuters (TRI) in Q2 2026: 2,152 shares worth $210K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in TRI as recently as Q3 2025.

Diversify Advisory Services first reported a position in TRI in Q2 2025 and has held it in 3 quarters since. The position peaked at $492K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Diversify Advisory Services held 2,152 shares of Thomson Reuters worth $210K as of Q2 2026.
Thomson Reuters was a new Diversify Advisory Services position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1182 holding.
Diversify Advisory Services first reported a position in Thomson Reuters in Q2 2025 and has held it in 3 quarters since.
Diversify Advisory Services's Thomson Reuters position peaked at $492K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.