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Lee Financial’s Thomson Reuters TRI Stock Holding History

Lee Financial’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 		$494K Sell
6,054
-20
-0.3% -$1.75K 0.06% 109
2026
Q1 		$555K Buy
+6,074
New +$641K 0.08% 100

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

Lee Financial's TRI Position: Q2 2026 in Review

Lee Financial reduced its Thomson Reuters (TRI) stake by 0.33% in Q2 2026, selling an estimated $1.75K and leaving 6,054 shares worth $494K. The position accounts for 0.06% of the portfolio, ranked #109.

Lee Financial first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $555K in Q1 2026. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Lee Financial held 6,054 shares of Thomson Reuters worth $494K as of Q2 2026.
  • Lee Financial sold 20 Thomson Reuters shares in Q2 2026, an estimated $1.75K.
  • Thomson Reuters made up 0.06% of Lee Financial's portfolio in Q2 2026, its #109 holding.
  • Lee Financial first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Lee Financial's Thomson Reuters position peaked at $555K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.