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Dynamic Advisor Solutions’s Thomson Reuters TRI Stock Holding History

Dynamic Advisor Solutions’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 		$493K Sell
6,031
-421
-7% -$36.8K 0.01% 693
2026
Q1 		$590K Sell
6,452
-30,129
-82% -$3.18M 0.02% 597
2025
Q4 		$4.9M Buy
36,581
+2,022
+6% +$293K 0.16% 146
2025
Q3 		$5.45M Buy
34,559
+307
+0.9% +$57.3K 0.16% 150
2025
Q2 		$7M Buy
34,252
+15
+0% +$2.86K 0.22% 109
2025
Q1 		$6.01M Buy
+34,237
New +$5.91M 0.2% 124
2024
Q4 		– Sell
-34,556
Closed -$5.99M – 847
2024
Q3 		$5.99M Sell
34,556
-113
-0.3% -$19.1K 0.18% 137
2024
Q2 		$5.94M Sell
34,669
-1,125
-3% -$186K 0.19% 134
2024
Q1 		$5.67M Buy
35,794
+441
+1% +$68.6K 0.19% 142
2023
Q4 		$5.17M Buy
+35,353
New +$4.78M 0.19% 151
2015
Q2 		– Sell
-64,443
Closed -$3.03M – 187
2015
Q1 		$3.03M Sell
64,443
-1,029
-2% -$47.3K 1.52% 18
2014
Q4 		$3.06M Buy
65,472
+13,421
+26% +$594K 1.64% 12
2014
Q3 		$2.2M Buy
52,051
+8,727
+20% +$378K 1.2% 20
2014
Q2 		$1.83M Buy
43,324
+2,245
+5% +$91.8K 1.1% 21
2014
Q1 		$1.63M Buy
41,079
+2,523
+7% +$104K 1.11% 24
2013
Q4 		$1.69M Buy
+38,556
New +$1.65M 1.25% 14

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

Dynamic Advisor Solutions's TRI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Thomson Reuters (TRI) stake by 6.5% in Q2 2026, selling an estimated $36.8K and leaving 6,031 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #693.

Dynamic Advisor Solutions first reported a position in TRI in Q4 2013 and has held it in 16 quarters since. The position peaked at $7M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Dynamic Advisor Solutions held 6,031 shares of Thomson Reuters worth $493K as of Q2 2026.
  • Dynamic Advisor Solutions sold 421 Thomson Reuters shares in Q2 2026, an estimated $36.8K.
  • Thomson Reuters made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #693 holding.
  • Dynamic Advisor Solutions first reported a position in Thomson Reuters in Q4 2013 and has held it in 16 quarters since.
  • Dynamic Advisor Solutions's Thomson Reuters position peaked at $7M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.