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Larson Financial Group’s Thomson Reuters TRI Stock Holding History

Larson Financial Group’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 		$132K Buy
1,614
+1,078
+201% +$94.2K ﹤0.01% 1040
2026
Q1 		$48.9K Sell
536
-20,942
-98% -$2.21M ﹤0.01% 1368
2025
Q4 		$2.88M Sell
21,478
-1,088
-5% -$158K 0.1% 185
2025
Q3 		$3.56M Buy
22,566
+1,159
+5% +$216K 0.12% 150
2025
Q2 		$4.37M Buy
21,407
+1,830
+9% +$348K 0.18% 119
2025
Q1 		$3.44M Buy
19,577
+1,098
+6% +$190K 0.16% 120
2024
Q4 		$3.01M Buy
18,479
+1,825
+11% +$307K 0.16% 120
2024
Q3 		$2.89M Buy
16,654
+592
+4% +$99.9K 0.16% 116
2024
Q2 		$2.75M Buy
16,062
+390
+2% +$64.6K 0.19% 99
2024
Q1 		$2.48M Sell
15,672
-374
-2% -$58.2K 0.19% 100
2023
Q4 		$2.38M Buy
16,046
+143
+0.9% +$19.3K 0.21% 88
2023
Q3 		$1.98M Buy
15,903
+533
+3% +$70.3K 0.19% 98
2023
Q2 		$2.11M Buy
15,370
+15,335
+43,814% +$2.06M 0.21% 91
2023
Q1 		$4.81K Hold
35
– – ﹤0.01% 1098
2022
Q4 		$4.22K Hold
35
– – ﹤0.01% 1068
2022
Q3 		$4K Sell
35
-617
-95% -$71.5K ﹤0.01% 1014
2022
Q2 		$72K Buy
652
+35
+6% +$3.71K 0.01% 297
2022
Q1 		$71K Hold
617
– – 0.01% 325
2021
Q4 		$78K Buy
+617
New +$76.8K 0.01% 313

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

Larson Financial Group's TRI Position: Q2 2026 in Review

Larson Financial Group increased its Thomson Reuters (TRI) stake by 201% in Q2 2026, buying an estimated $94.2K and bringing the position to 1,614 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Larson Financial Group first reported a position in TRI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.37M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Larson Financial Group held 1,614 shares of Thomson Reuters worth $132K as of Q2 2026.
  • Larson Financial Group bought 1,078 Thomson Reuters shares in Q2 2026, an estimated $94.2K.
  • Thomson Reuters made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1040 holding.
  • Larson Financial Group first reported a position in Thomson Reuters in Q4 2021 and has held it in 19 quarters since.
  • Larson Financial Group's Thomson Reuters position peaked at $4.37M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.