Evelyn Partners’s Thomson Reuters TRI Stock Holding History

Evelyn Partners’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	$717K	Buy	+8,787	New	+$768K	﹤0.01%	191

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Evelyn Partners's TRI Position: Q2 2026 in Review

Evelyn Partners opened a new position in Thomson Reuters (TRI) in Q2 2026: 8,787 shares worth $717K. The stake represents ﹤0.01% of the portfolio and ranks #191 among its holdings.

396 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Evelyn Partners held 8,787 shares of Thomson Reuters worth $717K as of Q2 2026.
Thomson Reuters was a new Evelyn Partners position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #191 holding.
396 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.