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 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 $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Empower Advisory Group's TRI Position: Q1 2026 in Review

Empower Advisory Group held its Thomson Reuters (TRI) position steady in Q1 2026 at 4,568 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Empower Advisory Group first reported a position in TRI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Empower Advisory Group held 4,568 shares of Thomson Reuters worth $418K as of Q1 2026.
Empower Advisory Group left its Thomson Reuters share count unchanged in Q1 2026.
Thomson Reuters made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #354 holding.
Empower Advisory Group first reported a position in Thomson Reuters in Q1 2023 and has held it in 12 quarters since.
Empower Advisory Group's Thomson Reuters position peaked at $1.04M in Q2 2025.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.