Rossby Financial’s Thomson Reuters TRI Stock Holding History

Rossby Financial’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	-2	Closed	-$176	–	2340
2026 Q1	$176	Sell	2 -16	-89%	-$1.69K	﹤0.01%	2208
2025 Q4	$2.37K	Sell	18 -1,020	-98%	-$148K	﹤0.01%	1326
2025 Q3	$161K	Buy	1,038 +14	+1%	+$2.61K	0.05%	314
2025 Q2	$209K	Buy	1,024 +46	+5%	+$8.76K	0.08%	246
2025 Q1	$180K	Buy	+978	New	+$169K	0.08%	242

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

Rossby Financial's TRI Position: Q2 2026 in Review

Rossby Financial sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 2 shares — an estimated $176 sold.

Rossby Financial first reported a position in TRI in Q1 2025 and held it in 5 quarters. The position peaked at $209K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Rossby Financial reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 2 Thomson Reuters shares in Q2 2026, an estimated $176.
Rossby Financial first reported a position in Thomson Reuters in Q1 2025 and held it in 5 quarters.
Rossby Financial's Thomson Reuters position peaked at $209K in Q2 2025.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.