Institute for Wealth Management’s Thomson Reuters TRI Stock Holding History

Institute for Wealth Management’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	$6.21K	Buy	+76	New	+$6.64K	﹤0.01%	1421

Other funds holding TRI

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Institute for Wealth Management's TRI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Thomson Reuters (TRI) in Q2 2026: 76 shares worth $6.21K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings.

198 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Institute for Wealth Management held 76 shares of Thomson Reuters worth $6.21K as of Q2 2026.
Thomson Reuters was a new Institute for Wealth Management position in Q2 2026.
Thomson Reuters made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1421 holding.
198 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.