Private Advisor Group’s Thomson Reuters TRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$290K Buy
+2,982
New +$295K ﹤0.01% 2603
2026
Q1
– Sell
-1,872
Closed -$251K – 2846
2025
Q4
$251K Sell
1,872
-2,122
-53% -$307K ﹤0.01% 2275
2025
Q3
$630K Sell
3,994
-301
-7% -$56.2K ﹤0.01% 1645
2025
Q2
$877K Buy
4,295
+862
+25% +$164K ﹤0.01% 1380
2025
Q1
$602K Sell
3,433
-431
-11% -$74.4K ﹤0.01% 1512
2024
Q4
$630K Sell
3,864
-157
-4% -$26.4K ﹤0.01% 1447
2024
Q3
$697K Sell
4,021
-183
-4% -$30.9K ﹤0.01% 1447
2024
Q2
$720K Buy
4,204
+1,040
+33% +$172K ﹤0.01% 1363
2024
Q1
$501K Sell
3,164
-934
-23% -$145K ﹤0.01% 1517
2023
Q4
$609K Buy
4,098
+1,379
+51% +$186K ﹤0.01% 1354
2023
Q3
$338K Sell
2,719
-8
-0.3% -$1.05K ﹤0.01% 1555
2023
Q2
$374K Buy
2,727
+108
+4% +$14.5K ﹤0.01% 1507
2023
Q1
$359K Buy
+2,619
New +$334K ﹤0.01% 1477
2022
Q4
– Sell
-2,880
Closed -$311K – 1950
2022
Q3
$311K Buy
2,880
+1
+0% +$116 ﹤0.01% 1454
2022
Q2
$316K Buy
2,879
+10
+0.3% +$1.06K ﹤0.01% 1623
2022
Q1
$329K Sell
2,869
-265
-8% -$29.6K ﹤0.01% 1628
2021
Q4
$395K Buy
3,134
+662
+27% +$82.4K ﹤0.01% 1583
2021
Q3
$288K Sell
2,472
-90
-4% -$10.5K ﹤0.01% 1719
2021
Q2
$268K Buy
2,562
+13
+0.5% +$1.3K ﹤0.01% 1691
2021
Q1
$235K Buy
2,549
+2
+0.1% +$178 ﹤0.01% 1662
2020
Q4
$220K Buy
+2,547
New +$218K ﹤0.01% 1589
2020
Q3
– Sell
-1,496
Closed -$107K – 3271
2020
Q2
$107K Buy
+1,496
New +$108K ﹤0.01% 1669
2019
Q2
– Sell
-4,310
Closed -$269K – 1727
2019
Q1
$269K Buy
+4,310
New +$241K 0.01% 1248
2018
Q4
– Sell
-4,614
Closed -$245K – 1577
2018
Q3
$245K Buy
+4,614
New +$231K 0.01% 1334
2017
Q4
– Sell
-4,933
Closed -$262K – 1401
2017
Q3
$262K Buy
4,933
+425
+9% +$22.7K 0.01% 1213
2017
Q2
$239K Sell
4,508
-223
-5% -$11.4K 0.01% 1184
2017
Q1
$236K Buy
4,731
+422
+10% +$21.6K 0.01% 1191
2016
Q4
$224K Buy
+4,309
New +$210K 0.01% 1102
2016
Q1
– Sell
-6,398
Closed -$281K – 1130
2015
Q4
$281K Buy
+6,398
New +$297K 0.01% 811

Other funds holding TRI

Private Advisor Group's TRI Position: Q3 2026 in Review

Private Advisor Group opened a new position in Thomson Reuters (TRI) in Q3 2026: 2,982 shares worth $290K. The stake represents ﹤0.01% of the portfolio and ranks #2603 among its holdings. This is a return to the name: Private Advisor Group previously reported a position in TRI as recently as Q4 2025.

Private Advisor Group first reported a position in TRI in Q4 2015 and has held it in 29 quarters since. The position peaked at $877K in Q2 2025. 406 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Private Advisor Group held 2,982 shares of Thomson Reuters worth $290K as of Q3 2026.
  • Thomson Reuters was a new Private Advisor Group position in Q3 2026.
  • Thomson Reuters made up ﹤0.01% of Private Advisor Group's portfolio in Q3 2026, its #2603 holding.
  • Private Advisor Group first reported a position in Thomson Reuters in Q4 2015 and has held it in 29 quarters since.
  • Private Advisor Group's Thomson Reuters position peaked at $877K in Q2 2025.
  • 406 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.