Empower Advisory Group
TRI icon

Empower Advisory Group’s Thomson Reuters TRI Stock Holding History

Empower Advisory Group’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 		$373K Hold
4,568
– – ﹤0.01% 396
2026
Q1 		$418K Hold
4,568
– – ﹤0.01% 354
2025
Q4 		$613K Sell
4,568
-219
-5% -$31.7K ﹤0.01% 307
2025
Q3 		$755K Sell
4,787
-328
-6% -$61.2K ﹤0.01% 277
2025
Q2 		$1.04M Sell
5,115
-286
-5% -$54.5K ﹤0.01% 240
2025
Q1 		$947K Buy
5,401
+1
+0% +$173 ﹤0.01% 239
2024
Q4 		$880K Buy
5,400
+285
+6% +$48K ﹤0.01% 253
2024
Q3 		$887K Sell
5,115
-233
-4% -$39.3K ﹤0.01% 243
2024
Q2 		$916K Buy
5,348
+3,786
+242% +$628K ﹤0.01% 232
2024
Q1 		$247K Sell
1,562
-662
-30% -$103K ﹤0.01% 450
2023
Q4 		$332K Buy
+2,224
New +$300K ﹤0.01% 372
2023
Q3 		– Sell
-1,562
Closed -$215K – 488
2023
Q2 		$215K Buy
1,562
+56
+4% +$7.51K ﹤0.01% 457
2023
Q1 		$208K Buy
+1,506
New +$192K ﹤0.01% 465

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

Empower Advisory Group's TRI Position: Q2 2026 in Review

Empower Advisory Group held its Thomson Reuters (TRI) position steady in Q2 2026 at 4,568 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Empower Advisory Group first reported a position in TRI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.04M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Empower Advisory Group held 4,568 shares of Thomson Reuters worth $373K as of Q2 2026.
  • Empower Advisory Group left its Thomson Reuters share count unchanged in Q2 2026.
  • Thomson Reuters made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #396 holding.
  • Empower Advisory Group first reported a position in Thomson Reuters in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Thomson Reuters position peaked at $1.04M in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.