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Rothschild Investment LLC’s Thomson Reuters TRI Stock Holding History

Rothschild Investment LLC’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 		$11.8K Sell
145
-1
-0.7% -$87 ﹤0.01% 1782
2026
Q1 		$13.3K Sell
146
-4
-3% -$422 ﹤0.01% 1578
2025
Q4 		$20.1K Buy
150
+2
+1% +$290 ﹤0.01% 1316
2025
Q3 		$23.3K Hold
148
– – ﹤0.01% 1196
2025
Q2 		$30.1K Hold
148
– – ﹤0.01% 912
2025
Q1 		$25.9K Hold
148
– – ﹤0.01% 930
2024
Q4 		$24.1K Hold
148
– – ﹤0.01% 956
2024
Q3 		$25.6K Hold
148
– – ﹤0.01% 941
2024
Q2 		$25.3K Hold
148
– – ﹤0.01% 919
2024
Q1 		$23.4K Hold
148
– – ﹤0.01% 892
2023
Q4 		$22K Buy
+148
New +$20K ﹤0.01% 832

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

Rothschild Investment LLC's TRI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Thomson Reuters (TRI) stake by 0.68% in Q2 2026, selling an estimated $87 and leaving 145 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Rothschild Investment LLC first reported a position in TRI in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.1K in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Rothschild Investment LLC held 145 shares of Thomson Reuters worth $11.8K as of Q2 2026.
  • Rothschild Investment LLC sold 1 Thomson Reuters share in Q2 2026, an estimated $87.
  • Thomson Reuters made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1782 holding.
  • Rothschild Investment LLC first reported a position in Thomson Reuters in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Thomson Reuters position peaked at $30.1K in Q2 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.