EFG
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Everest Financial Group’s Thomson Reuters TRI Stock Holding History

Everest Financial 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 		– Sell
-2,233
Closed -$204K – 219
2026
Q1 		$204K Buy
+2,233
New +$236K 0.03% 196

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1832 Asset Management
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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

Everest Financial Group's TRI Position: Q2 2026 in Review

Everest Financial Group sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 2,233 shares — an estimated $204K sold.

Everest Financial Group first reported a position in TRI in Q1 2026 and held it in 1 quarter. The position peaked at $204K in Q1 2026. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Everest Financial Group reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Everest Financial Group sold 2,233 Thomson Reuters shares in Q2 2026, an estimated $204K.
  • Everest Financial Group first reported a position in Thomson Reuters in Q1 2026 and held it in 1 quarter.
  • Everest Financial Group's Thomson Reuters position peaked at $204K in Q1 2026.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.