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Montag & Associates’s Thomson Reuters TRI Stock Holding History

Montag & Associates’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 		$16.3K Sell
200
-71
-26% -$6.2K ﹤0.01% 710
2026
Q1 		$24.7K Sell
271
-49
-15% -$5.17K ﹤0.01% 660
2025
Q4 		$42.9K Buy
+320
New +$46.3K ﹤0.01% 614

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

Montag & Associates's TRI Position: Q2 2026 in Review

Montag & Associates reduced its Thomson Reuters (TRI) stake by 26% in Q2 2026, selling an estimated $6.2K and leaving 200 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Montag & Associates first reported a position in TRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.9K in Q4 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Montag & Associates held 200 shares of Thomson Reuters worth $16.3K as of Q2 2026.
  • Montag & Associates sold 71 Thomson Reuters shares in Q2 2026, an estimated $6.2K.
  • Thomson Reuters made up ﹤0.01% of Montag & Associates's portfolio in Q2 2026, its #710 holding.
  • Montag & Associates first reported a position in Thomson Reuters in Q4 2025 and has held it in 3 quarters since.
  • Montag & Associates's Thomson Reuters position peaked at $42.9K in Q4 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.