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Financial Perspectives’s Thomson Reuters TRI Stock Holding History

Financial Perspectives’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
Q3 		$38.3K Hold
393
– – 0.01% 380
2026
Q2 		$32.1K Sell
393
-1
-0.3% -$87 0.01% 397
2026
Q1 		$36K Hold
394
– – 0.01% 354
2025
Q4 		$52.8K Hold
394
– – 0.01% 308
2025
Q3 		$62.1K Hold
394
– – 0.02% 280
2025
Q2 		$80.5K Buy
+394
New +$75K 0.02% 249

Other funds holding TRI

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.4B AUM 32.2% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Financial Perspectives's TRI Position: Q3 2026 in Review

Financial Perspectives held its Thomson Reuters (TRI) position steady in Q3 2026 at 393 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #380.

Financial Perspectives first reported a position in TRI in Q2 2025 and has held it in 6 quarters since. The position peaked at $80.5K in Q2 2025. 267 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Financial Perspectives held 393 shares of Thomson Reuters worth $38.3K as of Q3 2026.
  • Financial Perspectives left its Thomson Reuters share count unchanged in Q3 2026.
  • Thomson Reuters made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #380 holding.
  • Financial Perspectives first reported a position in Thomson Reuters in Q2 2025 and has held it in 6 quarters since.
  • Financial Perspectives's Thomson Reuters position peaked at $80.5K in Q2 2025.
  • 267 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.