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Smartleaf Asset Management’s Thomson Reuters TRI Stock Holding History

Smartleaf Asset Management’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
-578
Closed -$53.5K – 3508
2026
Q1 		$53.5K Sell
578
-172
-23% -$18.1K ﹤0.01% 1418
2025
Q4 		$101K Buy
750
+145
+24% +$21K ﹤0.01% 1176
2025
Q3 		$95.9K Buy
605
+212
+54% +$39.5K 0.01% 1095
2025
Q2 		$79K Sell
393
-79
-17% -$15K 0.01% 960
2025
Q1 		$81.9K Sell
472
-17
-3% -$2.94K 0.01% 922
2024
Q4 		$80.1K Buy
489
+11
+2% +$1.85K 0.01% 944
2024
Q3 		$82.5K Buy
478
+403
+537% +$68K 0.01% 768
2024
Q2 		$13K Buy
75
+46
+159% +$7.63K ﹤0.01% 1272
2024
Q1 		$4.52K Buy
+29
New +$4.51K ﹤0.01% 1254

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

Smartleaf Asset Management's TRI Position: Q2 2026 in Review

Smartleaf Asset Management sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 578 shares — an estimated $53.5K sold.

Smartleaf Asset Management first reported a position in TRI in Q1 2024 and held it in 9 quarters. The position peaked at $101K in Q4 2025. 423 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Smartleaf Asset Management reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 578 Thomson Reuters shares in Q2 2026, an estimated $53.5K.
  • Smartleaf Asset Management first reported a position in Thomson Reuters in Q1 2024 and held it in 9 quarters.
  • Smartleaf Asset Management's Thomson Reuters position peaked at $101K in Q4 2025.
  • 423 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.