High Note Wealth’s Thomson Reuters TRI Stock Holding History

High Note 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	$69.6K	Buy	+852	New	+$74.4K	0.01%	182
2023 Q4	–	Sell	-2,375	Closed	-$295K	–	94
2023 Q3	$295K	Sell	2,375 -197	-8%	-$26K	0.12%	80
2023 Q2	$352K	Hold	2,572	–	–	0.14%	73
2023 Q1	$353K	Hold	2,572	–	–	0.15%	71
2022 Q4	$309K	Sell	2,572 -425	-14%	-$49K	0.13%	77
2022 Q3	$333K	Sell	2,997 -48	-2%	-$5.57K	0.13%	75
2022 Q2	$334K	Hold	3,045	–	–	0.13%	80
2022 Q1	$349K	Hold	3,045	–	–	0.12%	77
2021 Q4	$383K	Sell	3,045 -1,632	-35%	-$203K	0.13%	67
2021 Q3	$449K	Hold	4,677	–	–	0.16%	67
2021 Q2	$489K	Hold	4,677	–	–	0.18%	64
2021 Q1	$431K	Sell	4,677 -1,139	-20%	-$101K	0.17%	67
2020 Q4	$501K	Buy	+5,816	New	+$498K	0.21%	64

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

High Note Wealth's TRI Position: Q2 2026 in Review

High Note Wealth opened a new position in Thomson Reuters (TRI) in Q2 2026: 852 shares worth $69.6K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: High Note Wealth previously reported a position in TRI as recently as Q3 2023.

High Note Wealth first reported a position in TRI in Q4 2020 and has held it in 13 quarters since. The position peaked at $501K in Q4 2020. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

High Note Wealth held 852 shares of Thomson Reuters worth $69.6K as of Q2 2026.
Thomson Reuters was a new High Note Wealth position in Q2 2026.
Thomson Reuters made up 0.01% of High Note Wealth's portfolio in Q2 2026, its #182 holding.
High Note Wealth first reported a position in Thomson Reuters in Q4 2020 and has held it in 13 quarters since.
High Note Wealth's Thomson Reuters position peaked at $501K in Q4 2020.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.