Dynamic Advisor Solutions
TRI icon

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
Q3 		$649K Buy
6,668
+637
+11% +$63.1K 0.02% 584
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

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
DR
Davis Rea Toronto, Ontario, Canada $379M AUM 11.25% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $190M AUM 2.75% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
PM
Penbrook Management New York $169M AUM 32.52% 1-Year Est. Return

Dynamic Advisor Solutions's TRI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Thomson Reuters (TRI) stake by 11% in Q3 2026, buying an estimated $63.1K and bringing the position to 6,668 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #584.

Dynamic Advisor Solutions first reported a position in TRI in Q4 2013 and has held it in 17 quarters since. The position peaked at $7M in Q2 2025. 46 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Dynamic Advisor Solutions held 6,668 shares of Thomson Reuters worth $649K as of Q3 2026.
  • Dynamic Advisor Solutions bought 637 Thomson Reuters shares in Q3 2026, an estimated $63.1K.
  • Thomson Reuters made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #584 holding.
  • Dynamic Advisor Solutions first reported a position in Thomson Reuters in Q4 2013 and has held it in 17 quarters since.
  • Dynamic Advisor Solutions's Thomson Reuters position peaked at $7M in Q2 2025.
  • 46 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.