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Prospera Financial Services’s Thomson Reuters TRI Stock Holding History

Prospera Financial 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
Q2 		$855K Buy
10,472
+1,296
+14% +$113K 0.01% 831
2026
Q1 		$839K Buy
9,176
+6,715
+273% +$708K 0.01% 790
2025
Q4 		$330K Sell
2,461
-122
-5% -$17.7K 0.01% 1112
2025
Q3 		$408K Sell
2,583
-83
-3% -$15.5K 0.01% 1021
2025
Q2 		$545K Sell
2,666
-197
-7% -$37.5K 0.01% 874
2025
Q1 		$503K Sell
2,863
-557
-16% -$96.2K 0.01% 777
2024
Q4 		$558K Buy
3,420
+502
+17% +$84.6K 0.01% 710
2024
Q3 		$506K Buy
2,918
+275
+10% +$46.4K 0.01% 718
2024
Q2 		$453K Sell
2,643
-218
-8% -$36.1K 0.01% 743
2024
Q1 		$453K Sell
2,861
-26
-0.9% -$4.04K 0.01% 738
2023
Q4 		$429K Sell
2,887
-7,830
-73% -$1.06M 0.01% 713
2023
Q3 		$1.33M Buy
10,717
+576
+6% +$75.9K 0.05% 363
2023
Q2 		$1.39M Buy
10,141
+1,227
+14% +$165K 0.05% 334
2023
Q1 		$1.22M Buy
8,914
+6,267
+237% +$799K 0.05% 367
2022
Q4 		$318K Sell
2,647
-5,094
-66% -$587K 0.02% 677
2022
Q3 		$837K Buy
7,741
+4,977
+180% +$577K 0.04% 401
2022
Q2 		$304K Buy
2,764
+371
+16% +$39.3K 0.02% 629
2022
Q1 		$275K Buy
2,393
+20
+0.8% +$2.23K 0.01% 770
2021
Q4 		$300K Buy
2,373
+142
+6% +$17.7K 0.01% 711
2021
Q3 		$260K Buy
2,231
+181
+9% +$21.1K 0.01% 696
2021
Q2 		$215K Sell
2,050
-535
-21% -$53.6K 0.01% 746
2021
Q1 		$238K Sell
2,585
-46
-2% -$4.09K 0.01% 682
2020
Q4 		$227K Buy
+2,631
New +$225K 0.02% 620

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Prospera Financial Services's TRI Position: Q2 2026 in Review

Prospera Financial Services increased its Thomson Reuters (TRI) stake by 14% in Q2 2026, buying an estimated $113K and bringing the position to 10,472 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #831.

Prospera Financial Services first reported a position in TRI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2023. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Prospera Financial Services held 10,472 shares of Thomson Reuters worth $855K as of Q2 2026.
  • Prospera Financial Services bought 1,296 Thomson Reuters shares in Q2 2026, an estimated $113K.
  • Thomson Reuters made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #831 holding.
  • Prospera Financial Services first reported a position in Thomson Reuters in Q4 2020 and has held it in 23 quarters since.
  • Prospera Financial Services's Thomson Reuters position peaked at $1.39M in Q2 2023.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.