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Evelyn Partners Asset Management’s Thomson Reuters TRI Stock Holding History

Evelyn Partners Asset Management’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 		$2.07K Hold
23
– – ﹤0.01% 301
2025
Q4 		$3.04K Hold
23
– – ﹤0.01% 273
2025
Q3 		$3.57K Buy
+23
New +$4.29K ﹤0.01% 268

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1832 Asset Management
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
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TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Evelyn Partners Asset Management's TRI Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Thomson Reuters (TRI) position steady in Q1 2026 at 23 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Evelyn Partners Asset Management first reported a position in TRI in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.57K in Q3 2025. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Evelyn Partners Asset Management held 23 shares of Thomson Reuters worth $2.07K as of Q1 2026.
  • Evelyn Partners Asset Management left its Thomson Reuters share count unchanged in Q1 2026.
  • Thomson Reuters made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #301 holding.
  • Evelyn Partners Asset Management first reported a position in Thomson Reuters in Q3 2025 and has held it in 3 quarters since.
  • Evelyn Partners Asset Management's Thomson Reuters position peaked at $3.57K in Q3 2025.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.