Focus Partners Wealth’s Thomson Reuters TRI Stock Holding History

Focus Partners Wealth’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	$447K	Buy	5,474 +1,885	+53%	+$165K	﹤0.01%	2024
2026 Q1	$298K	Sell	3,589 -1,453	-29%	-$153K	﹤0.01%	2201
2025 Q4	$676K	Buy	5,042 +1,596	+46%	+$231K	﹤0.01%	1812
2025 Q3	$544K	Sell	3,446 -399	-10%	-$74.4K	﹤0.01%	1580
2025 Q2	$785K	Buy	3,845 +336	+10%	+$64K	﹤0.01%	1241
2025 Q1	$616K	Sell	3,509 -217	-6%	-$37.5K	﹤0.01%	1249
2024 Q4	$607K	Buy	3,726 +936	+34%	+$158K	﹤0.01%	1241
2024 Q3	$483K	Buy	+2,790	New	+$471K	﹤0.01%	1163

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

Focus Partners Wealth's TRI Position: Q2 2026 in Review

Focus Partners Wealth increased its Thomson Reuters (TRI) stake by 53% in Q2 2026, buying an estimated $165K and bringing the position to 5,474 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Focus Partners Wealth first reported a position in TRI in Q3 2024 and has held it in 8 quarters since. The position peaked at $785K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Focus Partners Wealth held 5,474 shares of Thomson Reuters worth $447K as of Q2 2026.
Focus Partners Wealth bought 1,885 Thomson Reuters shares in Q2 2026, an estimated $165K.
Thomson Reuters made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2024 holding.
Focus Partners Wealth first reported a position in Thomson Reuters in Q3 2024 and has held it in 8 quarters since.
Focus Partners Wealth's Thomson Reuters position peaked at $785K in Q2 2025.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.