&Partners’s Thomson Reuters TRI Stock Holding History

&Partners’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	$430K	Buy	5,270 +2,287	+77%	+$200K	﹤0.01%	1922
2026 Q1	$273K	Sell	2,983 -1,597	-35%	-$168K	﹤0.01%	2053
2025 Q4	$614K	Sell	4,580 -3,109	-40%	-$450K	﹤0.01%	1498
2025 Q3	$1.21M	Sell	7,689 -795	-9%	-$148K	0.01%	997
2025 Q2	$1.73M	Buy	8,484 +4,005	+89%	+$763K	0.01%	734
2025 Q1	$778K	Sell	4,479 -64	-1%	-$11K	0.01%	922
2024 Q4	$753K	Buy	4,543 +614	+16%	+$103K	0.01%	888
2024 Q3	$681K	Buy	3,929 +2,303	+142%	+$389K	0.01%	722
2024 Q2	$278K	Buy	+1,626	New	+$270K	0.01%	734

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

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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

&Partners's TRI Position: Q2 2026 in Review

&Partners increased its Thomson Reuters (TRI) stake by 77% in Q2 2026, buying an estimated $200K and bringing the position to 5,270 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

&Partners first reported a position in TRI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.73M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

&Partners held 5,270 shares of Thomson Reuters worth $430K as of Q2 2026.
&Partners bought 2,287 Thomson Reuters shares in Q2 2026, an estimated $200K.
Thomson Reuters made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1922 holding.
&Partners first reported a position in Thomson Reuters in Q2 2024 and has held it in 9 quarters since.
&Partners's Thomson Reuters position peaked at $1.73M in Q2 2025.
419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.