First Business Financial Services’s Thomson Reuters TRI Stock Holding History

First Business Financial Services’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	$322K	Buy	3,942 +61	+2%	+$5.33K	0.03%	156
2026 Q1	$355K	Hold	3,881	–	–	0.03%	140
2025 Q4	$520K	Hold	3,881	–	–	0.05%	110
2025 Q3	$612K	Hold	3,881	–	–	0.06%	113
2025 Q2	$793K	Hold	3,881	–	–	0.07%	96
2025 Q1	$681K	Hold	3,881	–	–	0.07%	101
2024 Q4	$632K	Hold	3,881	–	–	0.06%	106
2024 Q3	$673K	Hold	3,881	–	–	0.07%	98
2024 Q2	$665K	Hold	3,881	–	–	0.07%	92
2024 Q1	$614K	Sell	3,881 -527	-12%	-$82K	0.07%	98
2023 Q4	$655K	Sell	4,408 -886	-17%	-$120K	0.08%	95
2023 Q3	$658K	Buy	+5,294	New	+$698K	0.08%	97
2023 Q2	–	Sell	-5,297	Closed	-$726K	–	178
2023 Q1	$726K	Hold	5,297	–	–	0.09%	88
2022 Q4	$637K	Hold	5,297	–	–	0.09%	92
2022 Q3	$573K	Hold	5,297	–	–	0.08%	92
2022 Q2	$582K	Hold	5,297	–	–	0.08%	94
2022 Q1	$607K	Hold	5,297	–	–	0.07%	95
2021 Q4	$668K	Hold	5,297	–	–	0.07%	98
2021 Q3	$617K	Hold	5,297	–	–	0.07%	98
2021 Q2	$554K	Buy	5,297 +351	+7%	+$35.2K	0.06%	98
2021 Q1	$456K	Buy	4,946 +482	+11%	+$42.9K	0.06%	95
2020 Q4	$385K	Hold	4,464	–	–	0.06%	95
2020 Q3	$375K	Hold	4,464	–	–	0.06%	88
2020 Q2	$320K	Sell	4,464 -756	-14%	-$54.7K	0.06%	94
2020 Q1	$373K	Hold	5,220	–	–	0.07%	78
2019 Q4	$394K	Hold	5,220	–	–	0.06%	92
2019 Q3	$368K	Hold	5,220	–	–	0.06%	89
2019 Q2	$355K	Buy	+5,220	New	+$346K	0.06%	91

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

First Business Financial Services's TRI Position: Q2 2026 in Review

First Business Financial Services increased its Thomson Reuters (TRI) stake by 1.6% in Q2 2026, buying an estimated $5.33K and bringing the position to 3,942 shares worth $322K. The position accounts for 0.03% of the portfolio, ranked #156.

First Business Financial Services first reported a position in TRI in Q2 2019 and has held it in 28 quarters since. The position peaked at $793K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

First Business Financial Services held 3,942 shares of Thomson Reuters worth $322K as of Q2 2026.
First Business Financial Services bought 61 Thomson Reuters shares in Q2 2026, an estimated $5.33K.
Thomson Reuters made up 0.03% of First Business Financial Services's portfolio in Q2 2026, its #156 holding.
First Business Financial Services first reported a position in Thomson Reuters in Q2 2019 and has held it in 28 quarters since.
First Business Financial Services's Thomson Reuters position peaked at $793K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on First Business Financial Services's 13F filing for Q2 2026, filed 28 Jul 2026.