Key Financial Inc’s Thomson Reuters TRI Stock Holding History

Key Financial Inc’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	$220K	Sell	2,695 -15	-0.6%	-$1.31K	0.04%	284
2026 Q1	$248K	Hold	2,710	–	–	0.04%	259
2025 Q4	$364K	Hold	2,710	–	–	0.07%	210
2025 Q3	$420K	Hold	2,710	–	–	0.08%	191
2025 Q2	$553K	Hold	2,710	–	–	0.11%	157
2025 Q1	$475K	Hold	2,710	–	–	0.1%	161
2024 Q4	$442K	Hold	2,710	–	–	0.1%	160
2024 Q3	$470K	Hold	2,710	–	–	0.1%	159
2024 Q2	$464K	Sell	2,710 -128	-5%	-$21.2K	0.11%	150
2024 Q1	$449K	Sell	2,838 -915	-24%	-$142K	0.11%	149
2023 Q4	$560K	Sell	3,753 -35	-0.9%	-$4.73K	0.15%	112
2023 Q3	$473K	Hold	3,788	–	–	0.16%	107
2023 Q2	$520K	Buy	+3,788	New	+$508K	0.17%	105

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

Key Financial Inc's TRI Position: Q2 2026 in Review

Key Financial Inc reduced its Thomson Reuters (TRI) stake by 0.55% in Q2 2026, selling an estimated $1.31K and leaving 2,695 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #284.

Key Financial Inc first reported a position in TRI in Q2 2023 and has held it in 13 quarters since. The position peaked at $560K in Q4 2023. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Key Financial Inc held 2,695 shares of Thomson Reuters worth $220K as of Q2 2026.
Key Financial Inc sold 15 Thomson Reuters shares in Q2 2026, an estimated $1.31K.
Thomson Reuters made up 0.04% of Key Financial Inc's portfolio in Q2 2026, its #284 holding.
Key Financial Inc first reported a position in Thomson Reuters in Q2 2023 and has held it in 13 quarters since.
Key Financial Inc's Thomson Reuters position peaked at $560K in Q4 2023.
422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.