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 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 $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Kestra Private Wealth Services's TRI Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Thomson Reuters (TRI) stake by 6.6% in Q1 2026, selling an estimated $57.4K and leaving 7,759 shares worth $709K. The position accounts for 0.01% of the portfolio, ranked #1021.

Kestra Private Wealth Services first reported a position in TRI in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.02M in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Kestra Private Wealth Services held 7,759 shares of Thomson Reuters worth $709K as of Q1 2026.
Kestra Private Wealth Services sold 544 Thomson Reuters shares in Q1 2026, an estimated $57.4K.
Thomson Reuters made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1021 holding.
Kestra Private Wealth Services first reported a position in Thomson Reuters in Q2 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's Thomson Reuters position peaked at $2.02M in Q2 2025.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.