EWA
TRI icon

EverSource Wealth Advisors’s Thomson Reuters TRI Stock Holding History

EverSource Wealth Advisors’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 		$96.8K Sell
1,185
-113
-9% -$9.87K ﹤0.01% 1406
2026
Q1 		$119K Buy
1,298
+272
+27% +$28.7K ﹤0.01% 1336
2025
Q4 		$137K Sell
1,026
-163
-14% -$23.6K 0.01% 1150
2025
Q3 		$188K Buy
1,189
+34
+3% +$6.34K 0.01% 932
2025
Q2 		$236K Buy
1,155
+550
+91% +$105K 0.01% 795
2025
Q1 		$106K Buy
605
+250
+70% +$43.2K 0.01% 885
2024
Q4 		$57.9K Buy
355
+133
+60% +$22.4K ﹤0.01% 1122
2024
Q3 		$38.4K Buy
222
+43
+24% +$7.26K ﹤0.01% 1179
2024
Q2 		$29.5K Sell
179
-2
-1% -$332 ﹤0.01% 1327
2024
Q1 		$27.8K Buy
181
+79
+77% +$12.3K ﹤0.01% 1215
2023
Q4 		$15.2K Buy
102
+78
+325% +$10.5K ﹤0.01% 1374
2023
Q3 		$2.94K Hold
24
– – ﹤0.01% 1889
2023
Q2 		$3.24K Hold
24
– – ﹤0.01% 1894
2023
Q1 		$3.25K Buy
24
+6
+33% +$765 ﹤0.01% 1784
2022
Q4 		$2.17K Hold
18
– – ﹤0.01% 1889
2022
Q3 		$2K Hold
18
– – ﹤0.01% 1731
2022
Q2 		$2K Sell
18
-90
-83% -$9.53K ﹤0.01% 1576
2022
Q1 		$12K Sell
108
-23
-18% -$2.57K ﹤0.01% 918
2021
Q4 		$17K Buy
+131
New +$16.3K ﹤0.01% 761

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

EverSource Wealth Advisors's TRI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Thomson Reuters (TRI) stake by 8.7% in Q2 2026, selling an estimated $9.87K and leaving 1,185 shares worth $96.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

EverSource Wealth Advisors first reported a position in TRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $236K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • EverSource Wealth Advisors held 1,185 shares of Thomson Reuters worth $96.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 113 Thomson Reuters shares in Q2 2026, an estimated $9.87K.
  • Thomson Reuters made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1406 holding.
  • EverSource Wealth Advisors first reported a position in Thomson Reuters in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Thomson Reuters position peaked at $236K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.