JPL Wealth Management’s Thomson Reuters TRI Stock Holding History

JPL Wealth 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	$72K	Sell	882 -980	-53%	-$85.6K	0.01%	209
2026 Q1	$170K	Sell	1,862 -25,027	-93%	-$2.64M	0.04%	127
2025 Q4	$3.6M	Sell	26,889 -2,124	-7%	-$308K	0.88%	48
2025 Q3	$4.58M	Sell	29,013 -445	-2%	-$83K	1.09%	34
2025 Q2	$6.02M	Sell	29,458 -537	-2%	-$102K	1.62%	13
2025 Q1	$5.26M	Buy	29,995 +1,008	+3%	+$174K	1.5%	15
2024 Q4	$4.72M	Buy	+28,987	New	+$4.88M	1.35%	18
2024 Q2	$3.82M	Buy	22,320 +2,559	+13%	+$424K	1.87%	12
2024 Q1	$3.13M	Buy	19,761 +2,229	+13%	+$347K	1.73%	17
2023 Q4	$2.6M	Buy	+17,532	New	+$2.37M	1.88%	10

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

JPL Wealth Management's TRI Position: Q2 2026 in Review

JPL Wealth Management reduced its Thomson Reuters (TRI) stake by 53% in Q2 2026, selling an estimated $85.6K and leaving 882 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #209.

JPL Wealth Management first reported a position in TRI in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.02M in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

JPL Wealth Management held 882 shares of Thomson Reuters worth $72K as of Q2 2026.
JPL Wealth Management sold 980 Thomson Reuters shares in Q2 2026, an estimated $85.6K.
Thomson Reuters made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #209 holding.
JPL Wealth Management first reported a position in Thomson Reuters in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Thomson Reuters position peaked at $6.02M in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.