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Kestra Private Wealth Services’s Thomson Reuters TRI Stock Holding History

Kestra Private Wealth Services’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 		$560K Sell
6,858
-901
-12% -$78.7K 0.01% 1171
2026
Q1 		$709K Sell
7,759
-544
-7% -$57.4K 0.01% 1021
2025
Q4 		$1.11M Sell
8,303
-2,339
-22% -$339K 0.01% 765
2025
Q3 		$1.68M Buy
10,642
+739
+7% +$138K 0.02% 583
2025
Q2 		$2.02M Buy
9,903
+1,439
+17% +$274K 0.03% 493
2025
Q1 		$1.49M Buy
8,464
+2,245
+36% +$388K 0.02% 543
2024
Q4 		$1.01M Buy
6,219
+2,837
+84% +$478K 0.02% 645
2024
Q3 		$586K Sell
3,382
-960
-22% -$162K 0.01% 819
2024
Q2 		$743K Sell
4,342
-993
-19% -$165K 0.01% 681
2024
Q1 		$844K Sell
5,335
-255
-5% -$39.7K 0.02% 608
2023
Q4 		$830K Buy
5,590
+2,760
+98% +$373K 0.02% 573
2023
Q3 		$352K Buy
2,830
+198
+8% +$26.1K 0.01% 796
2023
Q2 		$361K Buy
+2,632
New +$353K 0.01% 749

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
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Kestra Private Wealth Services's TRI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Thomson Reuters (TRI) stake by 12% in Q2 2026, selling an estimated $78.7K and leaving 6,858 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #1171.

Kestra Private Wealth Services first reported a position in TRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Kestra Private Wealth Services held 6,858 shares of Thomson Reuters worth $560K as of Q2 2026.
  • Kestra Private Wealth Services sold 901 Thomson Reuters shares in Q2 2026, an estimated $78.7K.
  • Thomson Reuters made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1171 holding.
  • Kestra Private Wealth Services first reported a position in Thomson Reuters in Q2 2023 and has held it in 13 quarters since.
  • Kestra Private Wealth Services's Thomson Reuters position peaked at $2.02M in Q2 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.