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PAX Financial Group’s Thomson Reuters TRI Stock Holding History

PAX Financial Group’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 		$253K Buy
3,099
+521
+20% +$45.5K 0.04% 179
2026
Q1 		$236K Sell
2,578
-132
-5% -$13.9K 0.04% 182
2025
Q4 		$363K Sell
2,710
-26
-1% -$3.77K 0.06% 161
2025
Q3 		$432K Buy
2,736
+56
+2% +$10.4K 0.08% 151
2025
Q2 		$547K Buy
2,680
+747
+39% +$142K 0.1% 140
2025
Q1 		$339K Sell
1,933
-1,044
-35% -$180K 0.06% 197
2024
Q4 		$485K Sell
2,977
-335
-10% -$56.4K 0.09% 170
2024
Q3 		$574K Sell
3,312
-286
-8% -$48.3K 0.1% 161
2024
Q2 		$616K Sell
3,598
-323
-8% -$53.5K 0.12% 149
2024
Q1 		$621K Sell
3,921
-335
-8% -$52.1K 0.12% 159
2023
Q4 		$674K Sell
4,256
-562
-12% -$75.9K 0.14% 141
2023
Q3 		$599K Sell
4,818
-68
-1% -$8.96K 0.14% 141
2023
Q2 		$670K Sell
4,886
-731
-13% -$98.1K 0.15% 117
2023
Q1 		$770K Sell
5,617
-1,026
-15% -$131K 0.18% 86
2022
Q4 		$798K Sell
6,643
-802
-11% -$92.4K 0.2% 78
2022
Q3 		$805K Sell
7,445
-5
-0.1% -$580 0.21% 76
2022
Q2 		$818K Buy
+7,450
New +$789K 0.21% 72

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

PAX Financial Group's TRI Position: Q2 2026 in Review

PAX Financial Group increased its Thomson Reuters (TRI) stake by 20% in Q2 2026, buying an estimated $45.5K and bringing the position to 3,099 shares worth $253K. The position accounts for 0.04% of the portfolio, ranked #179.

PAX Financial Group first reported a position in TRI in Q2 2022 and has held it in 17 quarters since. The position peaked at $818K in Q2 2022. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • PAX Financial Group held 3,099 shares of Thomson Reuters worth $253K as of Q2 2026.
  • PAX Financial Group bought 521 Thomson Reuters shares in Q2 2026, an estimated $45.5K.
  • Thomson Reuters made up 0.04% of PAX Financial Group's portfolio in Q2 2026, its #179 holding.
  • PAX Financial Group first reported a position in Thomson Reuters in Q2 2022 and has held it in 17 quarters since.
  • PAX Financial Group's Thomson Reuters position peaked at $818K in Q2 2022.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on PAX Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.