Guardian Partners’s Thomson Reuters TRI Stock Holding History

Guardian 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	$1.64M	Buy	20,066 +992	+5%	+$86.6K	0.15%	90
2026 Q1	$1.83M	Sell	19,074 -744	-4%	-$78.5K	0.15%	90
2025 Q4	$1.88M	Sell	19,818 -332	-2%	-$48.1K	0.15%	97
2025 Q3	$3.13M	Buy	20,150 +23	+0.1%	+$4.29K	0.26%	74
2025 Q2	$4.1M	Sell	20,127 -569	-3%	-$108K	0.37%	68
2025 Q1	$3.7M	Buy	20,696 +107	+0.5%	+$18.5K	0.38%	73
2024 Q4	$3.34M	Buy	+20,589	New	+$3.47M	0.34%	71

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

Guardian Partners's TRI Position: Q2 2026 in Review

Guardian Partners increased its Thomson Reuters (TRI) stake by 5.2% in Q2 2026, buying an estimated $86.6K and bringing the position to 20,066 shares worth $1.64M. The position accounts for 0.15% of the portfolio, ranked #90.

Guardian Partners first reported a position in TRI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Guardian Partners held 20,066 shares of Thomson Reuters worth $1.64M as of Q2 2026.
Guardian Partners bought 992 Thomson Reuters shares in Q2 2026, an estimated $86.6K.
Thomson Reuters made up 0.15% of Guardian Partners's portfolio in Q2 2026, its #90 holding.
Guardian Partners first reported a position in Thomson Reuters in Q4 2024 and has held it in 7 quarters since.
Guardian Partners's Thomson Reuters position peaked at $4.1M in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.