Global Retirement Partners’s Thomson Reuters TRI Stock Holding History

Global Retirement Partners’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	$2.21K	Buy	+27	New	+$2.36K	﹤0.01%	3983
2025 Q4	$6.61K	Buy	49 +5	+11%	+$724	﹤0.01%	3335
2025 Q3	$7K	Sell	44 -54	-55%	-$10.1K	﹤0.01%	2841
2025 Q2	$20.1K	Buy	+98	New	+$18.7K	﹤0.01%	2288
2024 Q4	$13K	Sell	80 -16	-17%	-$2.69K	﹤0.01%	2296
2024 Q3	$16.5K	Sell	96 -178	-65%	-$30K	﹤0.01%	2080
2024 Q2	$46.9K	Buy	274 +214	+357%	+$35.5K	﹤0.01%	1572
2024 Q1	$9.49K	Sell	60 -26	-30%	-$4.04K	﹤0.01%	2151
2023 Q4	$12.8K	Buy	86 +33	+62%	+$4.46K	﹤0.01%	1958
2023 Q3	$6.6K	Hold	53	–	–	﹤0.01%	2099
2023 Q2	$7.26K	Sell	53 -1	-2%	-$134	﹤0.01%	2075
2023 Q1	$7.14K	Hold	54	–	–	﹤0.01%	2045
2022 Q4	$6.53K	Hold	54	–	–	﹤0.01%	1932
2022 Q3	$6K	Sell	54 -8	-13%	-$927	﹤0.01%	1893
2022 Q2	$7K	Buy	62 +15	+32%	+$1.59K	﹤0.01%	1796
2022 Q1	$5K	Buy	+47	New	+$5.25K	﹤0.01%	1916
2017 Q4	–	Sell	-101	Closed	-$5K	–	1468
2017 Q3	$5K	Hold	101	–	–	﹤0.01%	1016
2017 Q2	$5K	Hold	101	–	–	﹤0.01%	951
2017 Q1	$5K	Hold	101	–	–	﹤0.01%	924
2016 Q4	$5K	Buy	+101	New	+$4.93K	﹤0.01%	862

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

Global Retirement Partners's TRI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Thomson Reuters (TRI) in Q2 2026: 27 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #3983 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in TRI as recently as Q4 2025.

Global Retirement Partners first reported a position in TRI in Q4 2016 and has held it in 20 quarters since. The position peaked at $46.9K in Q2 2024. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Global Retirement Partners held 27 shares of Thomson Reuters worth $2.21K as of Q2 2026.
Thomson Reuters was a new Global Retirement Partners position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3983 holding.
Global Retirement Partners first reported a position in Thomson Reuters in Q4 2016 and has held it in 20 quarters since.
Global Retirement Partners's Thomson Reuters position peaked at $46.9K in Q2 2024.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.