JWA
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JFS Wealth Advisors’s Thomson Reuters TRI Stock Holding History

JFS Wealth 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
Q1 		– Sell
-19
Closed -$2.51K – 1948
2025
Q4 		$2.51K Sell
19
-10
-34% -$1.45K ﹤0.01% 1475
2025
Q3 		$4.5K Hold
29
– – ﹤0.01% 1155
2025
Q2 		$5.83K Hold
29
– – ﹤0.01% 1031
2025
Q1 		$5.01K Sell
29
-2
-6% -$345 ﹤0.01% 1127
2024
Q4 		$4.97K Sell
31
-10
-24% -$1.68K ﹤0.01% 1126
2024
Q3 		$7.17K Hold
41
– – ﹤0.01% 981
2024
Q2 		$7.08K Sell
41
-33
-45% -$5.47K ﹤0.01% 916
2024
Q1 		$11.7K Buy
74
+3
+4% +$467 ﹤0.01% 768
2023
Q4 		$10.5K Hold
71
– – ﹤0.01% 755
2023
Q3 		$8.81K Hold
71
– – ﹤0.01% 774
2023
Q2 		$9.72K Hold
71
– – ﹤0.01% 742
2023
Q1 		$9.76K Sell
71
-1
-1% -$127 ﹤0.01% 729
2022
Q4 		$8.67K Sell
72
-7
-9% -$807 ﹤0.01% 763
2022
Q3 		$9K Buy
79
+14
+22% +$1.62K ﹤0.01% 781
2022
Q2 		$7K Sell
65
-21
-24% -$2.23K ﹤0.01% 900
2022
Q1 		$10K Buy
86
+23
+37% +$2.57K ﹤0.01% 797
2021
Q4 		$8K Buy
63
+11
+21% +$1.37K ﹤0.01% 727
2021
Q3 		$6K Hold
52
– – ﹤0.01% 707
2021
Q2 		$5K Hold
52
– – ﹤0.01% 498
2021
Q1 		$5K Hold
52
– – ﹤0.01% 467
2020
Q4 		$5K Hold
52
– – ﹤0.01% 475
2020
Q3 		$4K Hold
52
– – ﹤0.01% 468
2020
Q2 		$4K Hold
52
– – ﹤0.01% 449
2020
Q1 		$4K Hold
52
– – ﹤0.01% 408
2019
Q4 		$4K Buy
+52
New +$3.79K ﹤0.01% 423

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
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
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

JFS Wealth Advisors's TRI Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 19 shares — an estimated $2.51K sold.

JFS Wealth Advisors first reported a position in TRI in Q4 2019 and held it in 25 quarters. The position peaked at $11.7K in Q1 2024. 471 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 19 Thomson Reuters shares in Q1 2026, an estimated $2.51K.
  • JFS Wealth Advisors first reported a position in Thomson Reuters in Q4 2019 and held it in 25 quarters.
  • JFS Wealth Advisors's Thomson Reuters position peaked at $11.7K in Q1 2024.
  • 471 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.