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Sequoia Financial Advisors’s Thomson Reuters TRI Stock Holding History

Sequoia Financial Advisors’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 		$503K Sell
6,153
-2,519
-29% -$220K ﹤0.01% 1340
2026
Q1 		$793K Buy
8,672
+3,752
+76% +$396K ﹤0.01% 1001
2025
Q4 		$659K Sell
4,920
-1,534
-24% -$222K ﹤0.01% 1116
2025
Q3 		$1.02M Buy
6,454
+117
+2% +$21.8K 0.01% 771
2025
Q2 		$1.29M Buy
6,337
+3,003
+90% +$572K 0.01% 598
2025
Q1 		$585K Buy
3,334
+604
+22% +$104K ﹤0.01% 801
2024
Q4 		$445K Buy
2,730
+165
+6% +$27.8K ﹤0.01% 850
2024
Q3 		$444K Sell
2,565
-143
-5% -$24.1K ﹤0.01% 799
2024
Q2 		$464K Buy
2,708
+93
+4% +$15.4K 0.01% 720
2024
Q1 		$414K Sell
2,615
-45
-2% -$7K 0.01% 750
2023
Q4 		$395K Buy
2,660
+30
+1% +$4.05K ﹤0.01% 819
2023
Q3 		$327K Buy
2,630
+106
+4% +$14K 0.01% 659
2023
Q2 		$346K Buy
2,524
+96
+4% +$12.9K 0.01% 646
2023
Q1 		$333K Buy
2,428
+505
+26% +$64.4K 0.01% 588
2022
Q4 		$231K Buy
+1,923
New +$222K 0.01% 681

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

Sequoia Financial Advisors's TRI Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Thomson Reuters (TRI) stake by 29% in Q2 2026, selling an estimated $220K and leaving 6,153 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Sequoia Financial Advisors first reported a position in TRI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Sequoia Financial Advisors held 6,153 shares of Thomson Reuters worth $503K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,519 Thomson Reuters shares in Q2 2026, an estimated $220K.
  • Thomson Reuters made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1340 holding.
  • Sequoia Financial Advisors first reported a position in Thomson Reuters in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Thomson Reuters position peaked at $1.29M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.