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Gibbs Wealth Management’s Thomson Reuters TRI Stock Holding History

Gibbs Wealth Management’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
Q1 		$349K Buy
+3,823
New +$403K 0.05% 364
2025
Q3 		– Sell
-1,232
Closed -$252K – 377
2025
Q2 		$252K Buy
+1,232
New +$235K 0.05% 314

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
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
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Gibbs Wealth Management's TRI Position: Q1 2026 in Review

Gibbs Wealth Management opened a new position in Thomson Reuters (TRI) in Q1 2026: 3,823 shares worth $349K. The stake represents 0.05% of the portfolio and ranks #364 among its holdings. This is a return to the name: Gibbs Wealth Management previously reported a position in TRI as recently as Q2 2025.

Gibbs Wealth Management first reported a position in TRI in Q2 2025 and has held it in 2 quarters since. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Gibbs Wealth Management held 3,823 shares of Thomson Reuters worth $349K as of Q1 2026.
  • Thomson Reuters was a new Gibbs Wealth Management position in Q1 2026.
  • Thomson Reuters made up 0.05% of Gibbs Wealth Management's portfolio in Q1 2026, its #364 holding.
  • Gibbs Wealth Management first reported a position in Thomson Reuters in Q2 2025 and has held it in 2 quarters since.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.