Pinnacle Wealth Planning Services
TRI icon

Pinnacle Wealth Planning Services’s Thomson Reuters TRI Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$21.2K Buy
218
+74
+51% +$7.32K ﹤0.01% 1749
2026
Q2 		$11.8K Sell
144
-104
-42% -$9.08K ﹤0.01% 2002
2026
Q1 		$22.7K Buy
248
+3
+1% +$316 ﹤0.01% 1636
2025
Q4 		$32.8K Buy
+245
New +$35.5K ﹤0.01% 1461
2025
Q2 		– Sell
-1,253
Closed -$220K – 481
2025
Q1 		$220K Buy
1,253
+12
+1% +$2.07K 0.03% 334
2024
Q4 		$202K Sell
1,241
-979
-44% -$165K 0.03% 357
2024
Q3 		$385K Sell
2,220
-1,367
-38% -$231K 0.05% 238
2024
Q2 		$614K Sell
3,587
-16
-0.4% -$2.65K 0.09% 146
2024
Q1 		$570K Buy
3,603
+13
+0.4% +$2.02K 0.08% 164
2023
Q4 		$533K Buy
3,590
+34
+1% +$4.59K 0.08% 167
2023
Q3 		$442K Buy
3,556
+27
+0.8% +$3.56K 0.07% 182
2023
Q2 		$484K Sell
3,529
-64
-2% -$8.59K 0.08% 172
2023
Q1 		$493K Buy
3,593
+134
+4% +$17.1K 0.08% 178
2022
Q4 		$416K Buy
3,459
+1,245
+56% +$143K 0.07% 197
2022
Q3 		$240K Sell
2,214
-46
-2% -$5.33K 0.04% 286
2022
Q2 		$248K Buy
+2,260
New +$239K 0.04% 287
2022
Q1 		– Sell
-1,591
Closed -$200K – 480
2021
Q4 		$200K Sell
1,591
-727
-31% -$90.5K 0.04% 370
2021
Q3 		$270K Sell
2,318
-1,176
-34% -$137K 0.06% 261
2021
Q2 		$366K Buy
3,494
+17
+0.5% +$1.7K 0.09% 197
2021
Q1 		$321K Buy
3,477
+531
+18% +$47.2K 0.08% 210
2020
Q4 		$255K Buy
2,946
+234
+9% +$20K 0.06% 231
2020
Q3 		$228K Buy
+2,712
New +$211K 0.08% 209

Other funds holding TRI

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Thomson Reuters (TRI) stake by 51% in Q3 2026, buying an estimated $7.32K and bringing the position to 218 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Pinnacle Wealth Planning Services first reported a position in TRI in Q3 2020 and has held it in 22 quarters since. The position peaked at $614K in Q2 2024. 324 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 218 shares of Thomson Reuters worth $21.2K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 74 Thomson Reuters shares in Q3 2026, an estimated $7.32K.
  • Thomson Reuters made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1749 holding.
  • Pinnacle Wealth Planning Services first reported a position in Thomson Reuters in Q3 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Thomson Reuters position peaked at $614K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.