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Financial Consulate’s Thomson Reuters TRI Stock Holding History

Financial Consulate’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 		$981 Buy
12
+8
+200% +$699 ﹤0.01% 1169
2026
Q1 		$360 Buy
4
+1
+33% +$105 ﹤0.01% 1321
2025
Q4 		$396 Buy
+3
New +$434 ﹤0.01% 1242

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

Financial Consulate's TRI Position: Q2 2026 in Review

Financial Consulate increased its Thomson Reuters (TRI) stake by 200% in Q2 2026, buying an estimated $699 and bringing the position to 12 shares worth $981. The position accounts for ﹤0.01% of the portfolio, ranked #1169.

Financial Consulate first reported a position in TRI in Q4 2025 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Financial Consulate held 12 shares of Thomson Reuters worth $981 as of Q2 2026.
  • Financial Consulate bought 8 Thomson Reuters shares in Q2 2026, an estimated $699.
  • Thomson Reuters made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1169 holding.
  • Financial Consulate first reported a position in Thomson Reuters in Q4 2025 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.