Private Wealth Asset Management’s Thomson Reuters TRI Stock Holding History

Private Wealth Asset Management’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	–	Sell	-559	Closed	-$51.1K	–	968
2026 Q1	$51.1K	Hold	559	–	–	0.01%	427
2025 Q4	$74.9K	Sell	559 -5	-0.9%	-$724	0.01%	360
2025 Q3	$89K	Hold	564	–	–	0.01%	319
2025 Q2	$115K	Hold	564	–	–	0.02%	297
2025 Q1	$99K	Buy	+564	New	+$97.4K	0.01%	300

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

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 Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Private Wealth Asset Management's TRI Position: Q2 2026 in Review

Private Wealth Asset Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 559 shares — an estimated $51.1K sold.

Private Wealth Asset Management first reported a position in TRI in Q1 2025 and held it in 5 quarters. The position peaked at $115K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Private Wealth Asset Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Private Wealth Asset Management sold 559 Thomson Reuters shares in Q2 2026, an estimated $51.1K.
Private Wealth Asset Management first reported a position in Thomson Reuters in Q1 2025 and held it in 5 quarters.
Private Wealth Asset Management's Thomson Reuters position peaked at $115K in Q2 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.