SAG
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SageView Advisory Group’s Thomson Reuters TRI Stock Holding History

SageView Advisory Group’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 		– Sell
-21
Closed -$2.77K – 2278
2025
Q4 		$2.77K Buy
+21
New +$3.04K ﹤0.01% 2148

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
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
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SageView Advisory Group's TRI Position: Q1 2026 in Review

SageView Advisory Group sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 21 shares — an estimated $2.77K sold.

SageView Advisory Group first reported a position in TRI in Q4 2025 and held it in 1 quarter. The position peaked at $2.77K in Q4 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • SageView Advisory Group reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 21 Thomson Reuters shares in Q1 2026, an estimated $2.77K.
  • SageView Advisory Group first reported a position in Thomson Reuters in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Thomson Reuters position peaked at $2.77K in Q4 2025.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.