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Journey Retirement Planning & Investment Management’s Thomson Reuters TRI Stock Holding History

Journey Retirement Planning & Investment 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 		$411K Sell
5,035
-707
-12% -$61.8K 0.32% 95
2026
Q1 		$525K Buy
+5,742
New +$606K 0.46% 71

Other funds holding TRI

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
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
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's TRI Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Thomson Reuters (TRI) stake by 12% in Q2 2026, selling an estimated $61.8K and leaving 5,035 shares worth $411K. The position accounts for 0.32% of the portfolio, ranked #95.

Journey Retirement Planning & Investment Management first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $525K in Q1 2026. 162 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,035 shares of Thomson Reuters worth $411K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 707 Thomson Reuters shares in Q2 2026, an estimated $61.8K.
  • Thomson Reuters made up 0.32% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #95 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's Thomson Reuters position peaked at $525K in Q1 2026.
  • 162 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.