IWC
TRI icon

Integrated Wealth Concepts’s Thomson Reuters TRI Stock Holding History

Integrated Wealth Concepts’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 		$458K Sell
5,610
-15
-0.3% -$1.31K ﹤0.01% 1703
2026
Q1 		$514K Buy
+5,625
New +$593K ﹤0.01% 1525
2025
Q4 		– Sell
-5,745
Closed -$906K – 2018
2025
Q3 		$906K Buy
5,745
+6
+0.1% +$1.12K 0.01% 1030
2025
Q2 		$1.17M Buy
5,739
+73
+1% +$13.9K 0.01% 839
2025
Q1 		$994K Sell
5,666
-80
-1% -$13.8K 0.01% 833
2024
Q4 		$936K Buy
5,746
+25
+0.4% +$4.21K 0.01% 846
2024
Q3 		$991K Sell
5,721
-1,606
-22% -$271K 0.01% 805
2024
Q2 		$1.25M Sell
7,327
-85
-1% -$14.1K 0.02% 657
2024
Q1 		$1.17M Sell
7,412
-354
-5% -$55.1K 0.02% 689
2023
Q4 		$1.15M Sell
7,766
-168
-2% -$22.7K 0.02% 670
2023
Q3 		$986K Sell
7,934
-55
-0.7% -$7.25K 0.02% 699
2023
Q2 		$1.09M Buy
7,989
+1,363
+21% +$183K 0.02% 646
2023
Q1 		$909K Buy
6,626
+4,316
+187% +$550K 0.02% 651
2022
Q4 		$278K Sell
2,310
-11
-0.5% -$1.27K 0.01% 844
2022
Q3 		$251K Buy
2,321
+1
+0% +$116 0.01% 800
2022
Q2 		$255K Buy
2,320
+22
+1% +$2.33K 0.01% 804
2022
Q1 		$263K Buy
2,298
+2
+0.1% +$223 0.01% 787
2021
Q4 		$289K Sell
2,296
-39
-2% -$4.86K 0.01% 794
2021
Q3 		$272K Buy
+2,335
New +$272K 0.01% 783

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

Integrated Wealth Concepts's TRI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Thomson Reuters (TRI) stake by 0.27% in Q2 2026, selling an estimated $1.31K and leaving 5,610 shares worth $458K. The position accounts for ﹤0.01% of the portfolio, ranked #1703.

Integrated Wealth Concepts first reported a position in TRI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q2 2024. 423 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Integrated Wealth Concepts held 5,610 shares of Thomson Reuters worth $458K as of Q2 2026.
  • Integrated Wealth Concepts sold 15 Thomson Reuters shares in Q2 2026, an estimated $1.31K.
  • Thomson Reuters made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1703 holding.
  • Integrated Wealth Concepts first reported a position in Thomson Reuters in Q3 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Thomson Reuters position peaked at $1.25M in Q2 2024.
  • 423 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.