JNBA Financial Advisors’s Thomson Reuters TRI Stock Holding History

JNBA Financial 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	$48.3K	Sell	592 -1	-0.2%	-$87	﹤0.01%	326
2026 Q1	$54.2K	Hold	593	–	–	﹤0.01%	299
2025 Q4	$79.4K	Hold	593	–	–	0.01%	262
2025 Q3	$93.5K	Hold	593	–	–	0.01%	233
2025 Q2	$121K	Hold	593	–	–	0.01%	204
2025 Q1	$104K	Hold	593	–	–	0.01%	213
2024 Q4	$96.5K	Hold	593	–	–	0.01%	219
2024 Q3	$103K	Hold	593	–	–	0.01%	220
2024 Q2	$101K	Buy	+593	New	+$98.3K	0.01%	219
2016 Q4	–	Sell	-1,146	Closed	-$55K	–	1274
2016 Q3	$55K	Buy	+1,146	New	+$55.5K	0.01%	512

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

JNBA Financial Advisors's TRI Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Thomson Reuters (TRI) stake by 0.17% in Q2 2026, selling an estimated $87 and leaving 592 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

JNBA Financial Advisors first reported a position in TRI in Q3 2016 and has held it in 10 quarters since. The position peaked at $121K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

JNBA Financial Advisors held 592 shares of Thomson Reuters worth $48.3K as of Q2 2026.
JNBA Financial Advisors sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
Thomson Reuters made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #326 holding.
JNBA Financial Advisors first reported a position in Thomson Reuters in Q3 2016 and has held it in 10 quarters since.
JNBA Financial Advisors's Thomson Reuters position peaked at $121K in Q2 2025.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.