Root Financial Partners’s Thomson Reuters TRI Stock Holding History

Root Financial Partners’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	-1	Closed	-$90	–	2959
2026 Q1	$90	Buy	+1	New	+$105	﹤0.01%	3301

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

Root Financial Partners's TRI Position: Q2 2026 in Review

Root Financial Partners sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 1 share — an estimated $90 sold.

Root Financial Partners first reported a position in TRI in Q1 2026 and held it in 1 quarter. The position peaked at $90 in Q1 2026. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Root Financial Partners reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 1 Thomson Reuters share in Q2 2026, an estimated $90.
Root Financial Partners first reported a position in Thomson Reuters in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Thomson Reuters position peaked at $90 in Q1 2026.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.