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Transamerica Financial Advisors’s Thomson Reuters TRI Stock Holding History

Transamerica 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 		$2.46K Buy
30
+2
+7% +$175 ﹤0.01% 1265
2026
Q1 		$2.54K Sell
28
-125
-82% -$13.2K ﹤0.01% 1160
2025
Q4 		$20.5K Buy
153
+150
+5,000% +$21.7K ﹤0.01% 715
2025
Q3 		$361 Hold
3
– – ﹤0.01% 1367
2025
Q2 		$468 Hold
3
– – ﹤0.01% 439
2025
Q1 		$1K Hold
3
– – ﹤0.01% 554
2024
Q4 		$1K Hold
3
– – ﹤0.01% 550
2024
Q3 		$1K Sell
3
-582
-99% -$98.2K ﹤0.01% 551
2024
Q2 		$101K Hold
585
– – 0.01% 237
2024
Q1 		$93K Sell
585
-2,249
-79% -$350K 0.01% 263
2023
Q4 		$421K Sell
2,834
-768
-21% -$104K 0.06% 187
2023
Q3 		$448K Sell
3,602
-460
-11% -$60.6K 0.06% 169
2023
Q2 		$557K Sell
4,062
-46
-1% -$6.17K 0.07% 170
2023
Q1 		$564K Buy
4,108
+541
+15% +$69K 0.07% 167
2022
Q4 		$429K Sell
3,567
-53
-1% -$6.11K 0.06% 174
2022
Q3 		$392K Buy
3,620
+797
+28% +$92.4K 0.06% 174
2022
Q2 		$310K Buy
+2,823
New +$299K 0.04% 190
2021
Q3 		– Sell
-2
Closed -$1K – 198
2021
Q2 		$1K Sell
2
-7
-78% -$702 0.02% 188
2021
Q1 		$1K Sell
9
-1
-10% -$89 0.02% 186
2020
Q4 		$1K Buy
+10
New +$856 0.02% 180

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

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

Transamerica Financial Advisors increased its Thomson Reuters (TRI) stake by 7.1% in Q2 2026, buying an estimated $175 and bringing the position to 30 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Transamerica Financial Advisors first reported a position in TRI in Q4 2020 and has held it in 20 quarters since. The position peaked at $564K in Q1 2023. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Transamerica Financial Advisors held 30 shares of Thomson Reuters worth $2.46K as of Q2 2026.
  • Transamerica Financial Advisors bought 2 Thomson Reuters shares in Q2 2026, an estimated $175.
  • Thomson Reuters made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1265 holding.
  • Transamerica Financial Advisors first reported a position in Thomson Reuters in Q4 2020 and has held it in 20 quarters since.
  • Transamerica Financial Advisors's Thomson Reuters position peaked at $564K in Q1 2023.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

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