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 Q1	$90	Buy	+1	New	+$105	﹤0.01%	3301

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Root Financial Partners's TRI Position: Q1 2026 in Review

Root Financial Partners opened a new position in Thomson Reuters (TRI) in Q1 2026: 1 share worth $90. The stake represents ﹤0.01% of the portfolio and ranks #3301 among its holdings.

468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Root Financial Partners held 1 share of Thomson Reuters worth $90 as of Q1 2026.
Thomson Reuters was a new Root Financial Partners position in Q1 2026.
Thomson Reuters made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3301 holding.
468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.