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IFG Advisory’s Thomson Reuters TRI Stock Holding History

IFG Advisory’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 		$73.8K Buy
+904
New +$79K ﹤0.01% 1195
2018
Q4 		– Sell
-3,885
Closed -$205K – 366
2018
Q3 		$205K Buy
+3,885
New +$194K 0.04% 360

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

IFG Advisory's TRI Position: Q2 2026 in Review

IFG Advisory opened a new position in Thomson Reuters (TRI) in Q2 2026: 904 shares worth $73.8K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: IFG Advisory previously reported a position in TRI as recently as Q3 2018.

IFG Advisory first reported a position in TRI in Q3 2018 and has held it in 2 quarters since. The position peaked at $205K in Q3 2018. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • IFG Advisory held 904 shares of Thomson Reuters worth $73.8K as of Q2 2026.
  • Thomson Reuters was a new IFG Advisory position in Q2 2026.
  • Thomson Reuters made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1195 holding.
  • IFG Advisory first reported a position in Thomson Reuters in Q3 2018 and has held it in 2 quarters since.
  • IFG Advisory's Thomson Reuters position peaked at $205K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.