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MASECO Private Wealth’s Thomson Reuters TRI Stock Holding History

MASECO Private Wealth’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 		– Sell
-45
Closed -$4.16K – 386
2026
Q1 		$4.16K Hold
45
– – ﹤0.01% 299
2025
Q4 		$6.1K Buy
+45
New +$6.52K ﹤0.01% 415
2025
Q3 		– Sell
-93
Closed -$18.8K – 489
2025
Q2 		$18.8K Buy
+93
New +$17.7K ﹤0.01% 261

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

MASECO Private Wealth's TRI Position: Q2 2026 in Review

MASECO Private Wealth sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 45 shares — an estimated $4.16K sold.

MASECO Private Wealth first reported a position in TRI in Q2 2025 and held it in 3 quarters. The position peaked at $18.8K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • MASECO Private Wealth reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • MASECO Private Wealth sold 45 Thomson Reuters shares in Q2 2026, an estimated $4.16K.
  • MASECO Private Wealth first reported a position in Thomson Reuters in Q2 2025 and held it in 3 quarters.
  • MASECO Private Wealth's Thomson Reuters position peaked at $18.8K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.