UB
TRI icon

UMB Bank’s Thomson Reuters TRI Stock Holding History

UMB Bank’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
-117
Closed -$10.7K – 2363
2026
Q1 		$10.7K Hold
117
– – ﹤0.01% 1829
2025
Q4 		$15.7K Sell
117
-317
-73% -$45.9K ﹤0.01% 1645
2025
Q3 		$68.5K Buy
434
+76
+21% +$14.2K ﹤0.01% 1019
2025
Q2 		$73.2K Hold
358
– – ﹤0.01% 957
2025
Q1 		$62.9K Hold
358
– – ﹤0.01% 959
2024
Q4 		$58.4K Sell
358
-45
-11% -$7.58K ﹤0.01% 858
2024
Q3 		$69.8K Sell
403
-10
-2% -$1.69K ﹤0.01% 780
2024
Q2 		$70.6K Hold
413
– – ﹤0.01% 761
2024
Q1 		$65.3K Sell
413
-73
-15% -$11.4K ﹤0.01% 789
2023
Q4 		$72.2K Buy
486
+369
+315% +$49.8K ﹤0.01% 769
2023
Q3 		$14.6K Buy
+117
New +$15.4K ﹤0.01% 1162
2023
Q2 		– Sell
-118
Closed -$16.1K – 1745
2023
Q1 		$16.1K Hold
118
– – ﹤0.01% 1149
2022
Q4 		$14K Hold
118
– – ﹤0.01% 1207
2022
Q3 		$13K Sell
118
-6
-5% -$696 ﹤0.01% 1245
2022
Q2 		$14K Hold
124
– – ﹤0.01% 1294
2022
Q1 		$14K Hold
124
– – ﹤0.01% 1388
2021
Q4 		$16K Buy
+124
New +$15.4K ﹤0.01% 1335

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

UMB Bank's TRI Position: Q2 2026 in Review

UMB Bank sold out of Thomson Reuters (TRI) in Q2 2026, closing a stake of 117 shares — an estimated $10.7K sold.

UMB Bank first reported a position in TRI in Q4 2021 and held it in 17 quarters. The position peaked at $73.2K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • UMB Bank reported no remaining Thomson Reuters position as of Q2 2026 after selling out during the quarter.
  • UMB Bank sold 117 Thomson Reuters shares in Q2 2026, an estimated $10.7K.
  • UMB Bank first reported a position in Thomson Reuters in Q4 2021 and held it in 17 quarters.
  • UMB Bank's Thomson Reuters position peaked at $73.2K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.