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Steward Partners Investment Advisory’s Thomson Reuters TRI Stock Holding History

Steward Partners Investment Advisory’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 		$157K Sell
1,923
-12
-0.6% -$1.05K ﹤0.01% 2353
2026
Q1 		$177K Buy
1,935
+342
+21% +$36.1K ﹤0.01% 2081
2025
Q4 		$213K Buy
1,593
+137
+9% +$19.8K ﹤0.01% 1902
2025
Q3 		$230K Buy
1,456
+602
+70% +$112K ﹤0.01% 1799
2025
Q2 		$174K Sell
854
-6
-0.7% -$1.14K ﹤0.01% 1819
2025
Q1 		$151K Sell
860
-6
-0.7% -$1.04K ﹤0.01% 1787
2024
Q4 		$141K Buy
866
+293
+51% +$49.4K ﹤0.01% 1799
2024
Q3 		$99.3K Sell
573
-13
-2% -$2.19K ﹤0.01% 1879
2024
Q2 		$100K Sell
586
-31
-5% -$5.14K ﹤0.01% 1775
2024
Q1 		$97.7K Buy
617
+52
+9% +$8.09K ﹤0.01% 1778
2023
Q4 		$83.9K Buy
565
+5
+0.9% +$675 ﹤0.01% 1763
2023
Q3 		$69.6K Sell
560
-28
-5% -$3.69K ﹤0.01% 1752
2023
Q2 		$80.5K Sell
588
-44
-7% -$5.9K ﹤0.01% 1685
2023
Q1 		$86.7K Sell
632
-77
-11% -$9.82K ﹤0.01% 1641
2022
Q4 		$85.2K Sell
709
-70
-9% -$8.07K ﹤0.01% 1610
2022
Q3 		$84K Sell
779
-117
-13% -$13.6K ﹤0.01% 1563
2022
Q2 		$98K Sell
896
-347
-28% -$36.8K ﹤0.01% 1504
2022
Q1 		$143K Buy
1,243
+241
+24% +$26.9K ﹤0.01% 1446
2021
Q4 		$126K Sell
1,002
-80
-7% -$9.96K ﹤0.01% 1495
2021
Q3 		$126K Buy
1,082
+927
+598% +$108K ﹤0.01% 1456
2021
Q2 		$16K Hold
155
– – ﹤0.01% 5401
2021
Q1 		$14.3K Hold
155
– – ﹤0.01% 2633
2020
Q4 		$13K Sell
155
-730
-82% -$62.5K ﹤0.01% 2224
2020
Q3 		$74K Hold
885
– – ﹤0.01% 1336
2020
Q2 		$63K Sell
885
-1,946
-69% -$141K ﹤0.01% 1318
2020
Q1 		$203K Hold
2,831
– – 0.01% 788
2019
Q4 		$213K Buy
2,831
+1
+0% +$73 0.01% 861
2019
Q3 		$199K Hold
2,830
– – 0.01% 852
2019
Q2 		$191K Buy
+2,830
New +$187K 0.01% 832
2018
Q4 		– Sell
-2,863
Closed -$152K – 2043
2018
Q3 		$152K Buy
2,863
+726
+34% +$36.3K 0.01% 800
2018
Q2 		$100K Buy
2,137
+2,103
+6,185% +$96.6K 0.01% 851
2018
Q1 		$1K Buy
+34
New +$1.63K ﹤0.01% 2165

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

Steward Partners Investment Advisory's TRI Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Thomson Reuters (TRI) stake by 0.62% in Q2 2026, selling an estimated $1.05K and leaving 1,923 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2353.

Steward Partners Investment Advisory first reported a position in TRI in Q1 2018 and has held it in 32 quarters since. The position peaked at $230K in Q3 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Steward Partners Investment Advisory held 1,923 shares of Thomson Reuters worth $157K as of Q2 2026.
  • Steward Partners Investment Advisory sold 12 Thomson Reuters shares in Q2 2026, an estimated $1.05K.
  • Thomson Reuters made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2353 holding.
  • Steward Partners Investment Advisory first reported a position in Thomson Reuters in Q1 2018 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Thomson Reuters position peaked at $230K in Q3 2025.
  • 424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.