IFP Advisors’s Thomson Reuters TRI Stock Holding History

IFP Advisors’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	$410K	Buy	5,017 +5,002	+33,347%	+$437K	0.01%	1133
2026 Q1	$1.35K	Sell	15 -70	-82%	-$7.38K	﹤0.01%	4099
2025 Q4	$11.3K	Sell	85 -9	-10%	-$1.3K	﹤0.01%	2996
2025 Q3	$14.8K	Sell	94 -21	-18%	-$3.92K	﹤0.01%	2722
2025 Q2	$23.5K	Buy	115 +30	+35%	+$5.71K	﹤0.01%	2454
2025 Q1	$14.9K	Sell	85 -2	-2%	-$345	﹤0.01%	2426
2024 Q4	$14.1K	Sell	87 -497	-85%	-$83.7K	﹤0.01%	2404
2024 Q3	$101K	Sell	584 -20	-3%	-$3.38K	﹤0.01%	1398
2024 Q2	$103K	Sell	604 -32	-5%	-$5.3K	﹤0.01%	1356
2024 Q1	$101K	Sell	636 -20	-3%	-$3.11K	﹤0.01%	1284
2023 Q4	$97.4K	Sell	656 -50	-7%	-$6.75K	﹤0.01%	1253
2023 Q3	$87.7K	Sell	706 -741	-51%	-$97.7K	﹤0.01%	1321
2023 Q2	$198K	Buy	1,447 +749	+107%	+$101K	0.01%	1027
2023 Q1	$36.2K	Buy	698 +497	+247%	+$63.4K	﹤0.01%	1740
2022 Q4	$26K	Sell	201 -127	-39%	-$14.6K	﹤0.01%	2697
2022 Q3	$33K	Buy	328 +45	+16%	+$5.22K	﹤0.01%	2704
2022 Q2	$15K	Hold	283	–	–	﹤0.01%	3109
2022 Q1	$15K	Buy	283 +106	+60%	+$11.8K	﹤0.01%	3109
2021 Q4	$22K	Hold	177	–	–	﹤0.01%	1910
2021 Q3	$21K	Hold	177	–	–	﹤0.01%	1965
2021 Q2	$18K	Hold	177	–	–	﹤0.01%	1986
2021 Q1	$17K	Sell	177 -66	-27%	-$5.87K	﹤0.01%	1913
2020 Q4	$22K	Hold	243	–	–	﹤0.01%	1763
2020 Q3	$22K	Hold	243	–	–	﹤0.01%	1614
2020 Q2	$17K	Sell	243 -832	-77%	-$60.2K	﹤0.01%	1624
2020 Q1	$69K	Buy	1,075 +725	+207%	+$56.5K	0.01%	981
2019 Q4	$27K	Buy	350 +7	+2%	+$510	﹤0.01%	1499
2019 Q3	$23K	Buy	+343	New	+$24.4K	﹤0.01%	1708
2019 Q1	$21K	Sell	337 -899	-73%	-$50.2K	﹤0.01%	1334
2018 Q4	$62K	Sell	1,236 -281	-19%	-$15.1K	﹤0.01%	1488
2018 Q3	$80K	Sell	1,517 -238	-14%	-$11.9K	﹤0.01%	1618
2018 Q2	$82K	Sell	1,755 -302	-15%	-$13.9K	﹤0.01%	1606
2018 Q1	$104K	Hold	2,057	–	–	﹤0.01%	1362
2017 Q4	$104K	Sell	2,057 -64	-3%	-$3.35K	﹤0.01%	1375
2017 Q3	$113K	Buy	2,121 +433	+26%	+$23.1K	﹤0.01%	1483
2017 Q2	$91K	Buy	1,688 +370	+28%	+$19K	﹤0.01%	1573
2017 Q1	$66K	Sell	1,318 -75	-5%	-$3.83K	﹤0.01%	1759
2016 Q4	$71K	Buy	1,393 +398	+40%	+$19.4K	﹤0.01%	1670
2016 Q3	$48K	Buy	995 +353	+55%	+$17.1K	﹤0.01%	1845
2016 Q2	$30K	Buy	642 +336	+110%	+$16K	﹤0.01%	2084
2016 Q1	$21K	Buy	306 +230	+303%	+$9.89K	﹤0.01%	1332
2015 Q4	$3K	Buy	+76	New	+$3.53K	﹤0.01%	3221

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

IFP Advisors's TRI Position: Q2 2026 in Review

IFP Advisors increased its Thomson Reuters (TRI) stake by 33,347% in Q2 2026, buying an estimated $437K and bringing the position to 5,017 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1133.

IFP Advisors first reported a position in TRI in Q4 2015 and has held it in 42 quarters since. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

IFP Advisors held 5,017 shares of Thomson Reuters worth $410K as of Q2 2026.
IFP Advisors bought 5,002 Thomson Reuters shares in Q2 2026, an estimated $437K.
Thomson Reuters made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1133 holding.
IFP Advisors first reported a position in Thomson Reuters in Q4 2015 and has held it in 42 quarters since.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.