GC
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Guggenheim Capital’s Thomson Reuters TRI Stock Holding History

Guggenheim Capital’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 		$6.24M Sell
76,402
-5,604
-7% -$489K 0.04% 397
2026
Q1 		$7.49M Sell
82,006
-19,501
-19% -$2.06M 0.06% 334
2025
Q4 		$13.6M Buy
101,507
+919
+0.9% +$133K 0.1% 215
2025
Q3 		$15.9M Buy
+100,588
New +$18.8M 0.12% 172
2024
Q4 		– Sell
-6,695
Closed -$1.16M – 1917
2024
Q3 		$1.16M Buy
+6,695
New +$1.13M 0.01% 1025
2024
Q2 		– Sell
-2,658
Closed -$569K – 1944
2024
Q1 		$569K Buy
+2,658
New +$414K ﹤0.01% 1425
2022
Q3 		– Sell
-4,588
Closed -$504K – 2045
2022
Q2 		$504K Sell
4,588
-11,416
-71% -$1.21M ﹤0.01% 1575
2022
Q1 		$1.83M Sell
16,004
-988
-6% -$110K 0.01% 1065
2021
Q4 		$2.14M Buy
16,992
+9,423
+124% +$1.17M 0.01% 1022
2021
Q3 		$881K Sell
7,569
-1,338
-15% -$156K 0.01% 1476
2021
Q2 		$932K Sell
8,907
-2,217
-20% -$222K 0.01% 1529
2021
Q1 		$1.03M Sell
11,124
-6,586
-37% -$586K 0.01% 1388
2020
Q4 		$1.53M Sell
17,710
-2,459
-12% -$211K 0.01% 1113
2020
Q3 		$1.7M Sell
20,169
-3,404
-14% -$265K 0.01% 960
2020
Q2 		$1.69M Sell
23,573
-3,463
-13% -$250K 0.01% 955
2020
Q1 		$1.93M Sell
27,036
-1,108
-4% -$86.3K 0.02% 801
2019
Q4 		$2.12M Buy
28,144
+6,863
+32% +$500K 0.02% 1022
2019
Q3 		$1.5M Buy
21,281
+5,608
+36% +$398K 0.01% 1124
2019
Q2 		$1.06M Buy
15,673
+6,294
+67% +$417K 0.01% 1330
2019
Q1 		$585K Buy
+9,379
New +$524K ﹤0.01% 1608
2018
Q2 		– Sell
-53,349
Closed -$2.39M – 2595
2018
Q1 		$2.39M Buy
53,349
+40,808
+325% +$1.95M 0.01% 1508
2017
Q4 		$634K Sell
12,541
-117
-0.9% -$6.12K ﹤0.01% 2276
2017
Q3 		$674K Sell
12,658
-204
-2% -$10.9K ﹤0.01% 2284
2017
Q2 		$691K Sell
12,862
-39,498
-75% -$2.02M ﹤0.01% 2283
2017
Q1 		$2.62M Buy
52,360
+40,967
+360% +$2.09M 0.01% 1457
2016
Q4 		$579K Sell
11,393
-74,094
-87% -$3.61M ﹤0.01% 2370
2016
Q3 		$4.1M Buy
85,487
+26,903
+46% +$1.3M 0.01% 1133
2016
Q2 		$2.75M Sell
58,584
-5,482
-9% -$261K 0.01% 1352
2016
Q1 		$3.01M Buy
64,066
+407
+0.6% +$17.5K 0.01% 1293
2015
Q4 		$2.8M Buy
63,659
+44,286
+229% +$2.06M 0.01% 1375
2015
Q3 		$905K Sell
19,373
-53,702
-73% -$2.45M ﹤0.01% 2154
2015
Q2 		$3.23M Sell
73,075
-10,384
-12% -$486K 0.01% 1407
2015
Q1 		$3.93M Buy
83,459
+9,170
+12% +$421K 0.01% 1291
2014
Q4 		$3.48M Buy
74,289
+49,812
+204% +$2.21M 0.01% 1335
2014
Q3 		$1.03M Sell
24,477
-10,089
-29% -$436K ﹤0.01% 2206
2014
Q2 		$1.46M Sell
34,566
-4,734
-12% -$194K ﹤0.01% 2041
2014
Q1 		$1.56M Sell
39,300
-20,177
-34% -$828K ﹤0.01% 1963
2013
Q4 		$2.61M Sell
59,477
-17,678
-23% -$754K 0.01% 1539
2013
Q3 		$3.13M Buy
77,155
+8,383
+12% +$333K 0.01% 1340
2013
Q2 		$2.6M Buy
+68,772
New +$2.66M 0.01% 1362

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
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Guggenheim Capital's TRI Position: Q2 2026 in Review

Guggenheim Capital reduced its Thomson Reuters (TRI) stake by 6.8% in Q2 2026, selling an estimated $489K and leaving 76,402 shares worth $6.24M. The position accounts for 0.04% of the portfolio, ranked #397.

Guggenheim Capital first reported a position in TRI in Q2 2013 and has held it in 40 quarters since. The position peaked at $15.9M in Q3 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Guggenheim Capital held 76,402 shares of Thomson Reuters worth $6.24M as of Q2 2026.
  • Guggenheim Capital sold 5,604 Thomson Reuters shares in Q2 2026, an estimated $489K.
  • Thomson Reuters made up 0.04% of Guggenheim Capital's portfolio in Q2 2026, its #397 holding.
  • Guggenheim Capital first reported a position in Thomson Reuters in Q2 2013 and has held it in 40 quarters since.
  • Guggenheim Capital's Thomson Reuters position peaked at $15.9M in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.