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Twin Peaks Wealth Advisors’s Thomson Reuters TRI Stock Holding History

Twin Peaks Wealth 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 		– Sell
-44
Closed -$4.05K – 2031
2026
Q1 		$4.05K Buy
+44
New +$4.64K ﹤0.01% 1468
2025
Q3 		– Sell
-43
Closed -$7.49K – 1959
2025
Q2 		$7.49K Buy
+43
New +$8.19K ﹤0.01% 1082

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

Twin Peaks Wealth Advisors's TRI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 44 shares — an estimated $4.05K sold.

Twin Peaks Wealth Advisors first reported a position in TRI in Q2 2025 and held it in 2 quarters. The position peaked at $7.49K in Q2 2025. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 44 Thomson Reuters shares in Q2 2026, an estimated $4.05K.
  • Twin Peaks Wealth Advisors first reported a position in Thomson Reuters in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Thomson Reuters position peaked at $7.49K in Q2 2025.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.