Laurel Wealth Advisors (North Carolina)’s Thomson Reuters TRI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-61	Closed	-$8.18K	–	603
2025 Q4	$8.18K	Buy	+61	New	+$8.83K	﹤0.01%	501
2025 Q2	–	Sell	-61	Closed	-$10.7K	–	621
2025 Q1	$10.7K	Hold	61	–	–	﹤0.01%	467
2024 Q4	$9.94K	Hold	61	–	–	﹤0.01%	487
2024 Q3	$10.6K	Hold	61	–	–	﹤0.01%	457
2024 Q2	$10.5K	Hold	61	–	–	﹤0.01%	426
2024 Q1	$9.66K	Hold	61	–	–	﹤0.01%	436
2023 Q4	$9.07K	Hold	61	–	–	﹤0.01%	406
2023 Q3	$7.58K	Hold	61	–	–	﹤0.01%	426
2023 Q2	$8.37K	Sell	61 -1	-2%	-$134	﹤0.01%	417
2023 Q1	$8.46K	Hold	62	–	–	﹤0.01%	417
2022 Q4	$7.42K	Hold	62	–	–	﹤0.01%	401
2022 Q3	$7K	Hold	62	–	–	﹤0.01%	405
2022 Q2	$7K	Hold	62	–	–	﹤0.01%	412
2022 Q1	$7K	Hold	62	–	–	﹤0.01%	443
2021 Q4	$8K	Hold	62	–	–	﹤0.01%	434
2021 Q3	$7K	Hold	62	–	–	﹤0.01%	444
2021 Q2	$6K	Hold	62	–	–	﹤0.01%	529
2021 Q1	$6K	Hold	62	–	–	﹤0.01%	483
2020 Q4	$5K	Buy	+62	New	+$5.31K	﹤0.01%	487

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

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

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s TRI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 61 shares — an estimated $8.18K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in TRI in Q4 2020 and held it in 19 quarters. The position peaked at $10.7K in Q1 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 61 Thomson Reuters shares in Q1 2026, an estimated $8.18K.
Laurel Wealth Advisors (North Carolina) first reported a position in Thomson Reuters in Q4 2020 and held it in 19 quarters.
Laurel Wealth Advisors (North Carolina)'s Thomson Reuters position peaked at $10.7K in Q1 2025.
473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.