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Jackson Grant Investment Advisers’s Thomson Reuters TRI Stock Holding History

Jackson Grant Investment Advisers’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
Q1 		$165K Sell
1,801
-1,806
-50% -$190K 0.05% 131
2025
Q4 		$484K Hold
3,607
– – 0.16% 74
2025
Q3 		$569K Hold
3,607
– – 0.19% 68
2025
Q2 		$735K Hold
3,607
– – 0.27% 52
2025
Q1 		$632K Hold
3,607
– – 0.24% 57
2024
Q4 		$588K Hold
3,607
– – 0.23% 58
2024
Q3 		$626K Hold
3,607
– – 0.23% 61
2024
Q2 		$618K Hold
3,607
– – 0.25% 61
2024
Q1 		$571K Hold
3,607
– – 0.23% 61
2023
Q4 		$538K Hold
3,607
– – 0.24% 59
2023
Q3 		$450K Hold
3,607
– – 0.22% 62
2023
Q2 		$495K Sell
3,607
-2
-0.1% -$268 0.23% 62
2023
Q1 		$495K Hold
3,609
– – 0.23% 59
2022
Q4 		$434K Hold
3,609
– – 0.21% 66
2022
Q3 		$390K Hold
3,609
– – 0.2% 68
2022
Q2 		$396K Hold
3,609
– – 0.2% 69
2022
Q1 		$414K Buy
+3,609
New +$403K 0.17% 70
2021
Q4 		– Sell
-3,609
Closed -$420K – 303
2021
Q3 		$420K Hold
3,609
– – 0.19% 70
2021
Q2 		$378K Hold
3,609
– – 0.17% 77
2021
Q1 		$333K Hold
3,609
– – 0.15% 77
2020
Q4 		$311K Hold
3,609
– – 0.16% 72
2020
Q3 		$303K Hold
3,609
– – 0.18% 63
2020
Q2 		$259K Hold
3,609
– – 0.16% 68
2020
Q1 		$258K Buy
3,609
+21
+0.6% +$1.64K 0.19% 64
2019
Q4 		$271K Buy
3,588
+15
+0.4% +$1.09K 0.15% 74
2019
Q3 		$252K Buy
3,573
+16
+0.4% +$1.14K 0.14% 74
2019
Q2 		$242K Buy
3,557
+17
+0.5% +$1.13K 0.14% 78
2019
Q1 		$221K Buy
3,540
+19
+0.5% +$1.06K 0.13% 79
2018
Q4 		$179K Sell
3,521
-2
-0.1% -$107 0.13% 87
2018
Q3 		$187K Buy
3,523
+22
+0.6% +$1.1K 0.12% 89
2018
Q2 		$164K Buy
3,501
+25
+0.7% +$1.15K 0.11% 91
2018
Q1 		$156K Buy
3,476
+25
+0.7% +$1.2K 0.11% 91
2017
Q4 		$175K Buy
3,451
+1,595
+86% +$83.4K 0.12% 89
2017
Q3 		$99K Buy
+1,856
New +$99.1K 0.07% 111

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Jackson Grant Investment Advisers's TRI Position: Q1 2026 in Review

Jackson Grant Investment Advisers reduced its Thomson Reuters (TRI) stake by 50% in Q1 2026, selling an estimated $190K and leaving 1,801 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #131.

Jackson Grant Investment Advisers first reported a position in TRI in Q3 2017 and has held it in 34 quarters since. The position peaked at $735K in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Jackson Grant Investment Advisers held 1,801 shares of Thomson Reuters worth $165K as of Q1 2026.
  • Jackson Grant Investment Advisers sold 1,806 Thomson Reuters shares in Q1 2026, an estimated $190K.
  • Thomson Reuters made up 0.05% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #131 holding.
  • Jackson Grant Investment Advisers first reported a position in Thomson Reuters in Q3 2017 and has held it in 34 quarters since.
  • Jackson Grant Investment Advisers's Thomson Reuters position peaked at $735K in Q2 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.