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Private Advisor Group’s Thomson Reuters TRI Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-9,944
Closed -$12.4K – 2495
2023
Q3 		$12.4K Buy
+9,944
New +$1.31M ﹤0.01% 2156

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

Private Advisor Group's TRI Position: Q1 2026 in Review

Private Advisor Group sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,872 shares — an estimated $251K sold.

Private Advisor Group first reported a position in TRI in Q4 2015 and held it in 28 quarters. The position peaked at $877K in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Private Advisor Group reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Private Advisor Group sold 1,872 Thomson Reuters shares in Q1 2026, an estimated $251K.
  • Private Advisor Group first reported a position in Thomson Reuters in Q4 2015 and held it in 28 quarters.
  • Private Advisor Group's Thomson Reuters position peaked at $877K in Q2 2025.
  • 468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.