PWPS
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
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

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRI Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Thomson Reuters (TRI) stake by 1.2% in Q1 2026, buying an estimated $316 and bringing the position to 248 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Pinnacle Wealth Planning Services first reported a position in TRI in Q3 2020 and has held it in 20 quarters since. The position peaked at $614K in Q2 2024. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Pinnacle Wealth Planning Services held 248 shares of Thomson Reuters worth $22.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 3 Thomson Reuters shares in Q1 2026, an estimated $316.
  • Thomson Reuters made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1636 holding.
  • Pinnacle Wealth Planning Services first reported a position in Thomson Reuters in Q3 2020 and has held it in 20 quarters since.
  • Pinnacle Wealth Planning Services's Thomson Reuters position peaked at $614K in Q2 2024.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.