UCFA
TRI icon

United Capital Financial Advisors’s Thomson Reuters TRI Stock Holding History

United Capital 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
Q1 		$4.69M Sell
51,315
-10,629
-17% -$1.12M 0.03% 364
2025
Q4 		$8.3M Sell
61,944
-2,253
-4% -$326K 0.05% 278
2025
Q3 		$10.1M Sell
64,197
-389
-0.6% -$72.6K 0.07% 207
2025
Q2 		$13.2M Sell
64,586
-3,293
-5% -$627K 0.11% 153
2025
Q1 		$11.9M Sell
67,879
-35,346
-34% -$6.1M 0.1% 157
2024
Q4 		$16.8M Sell
103,225
-27,797
-21% -$4.68M 0.14% 130
2024
Q3 		$22.7M Sell
131,022
-9,458
-7% -$1.6M 0.19% 103
2024
Q2 		$24.1M Sell
140,480
-17,028
-11% -$2.82M 0.21% 98
2024
Q1 		$24.9M Sell
157,508
-32,615
-17% -$5.07M 0.21% 104
2023
Q4 		$28.2M Sell
190,123
-250,549
-57% -$33.8M 0.23% 97
2023
Q3 		$54.7M Sell
440,672
-31,601
-7% -$4.17M 0.36% 60
2023
Q2 		$64.7M Sell
472,273
-47,556
-9% -$6.38M 0.35% 55
2023
Q1 		$71.3M Sell
519,829
-12,400
-2% -$1.58M 0.4% 47
2022
Q4 		$64M Sell
532,229
-15,302
-3% -$1.76M 0.36% 58
2022
Q3 		$59.2M Sell
547,531
-12,185
-2% -$1.41M 0.35% 57
2022
Q2 		$61.5M Buy
559,716
+309,500
+124% +$32.8M 0.34% 64
2022
Q1 		$28.7M Buy
250,216
+949
+0.4% +$106K 0.14% 149
2021
Q4 		$31.4M Sell
249,267
-6,183
-2% -$770K 0.14% 146
2021
Q3 		$29.7M Sell
255,450
-7,365
-3% -$858K 0.15% 141
2021
Q2 		$27.5M Buy
262,815
+5,136
+2% +$515K 0.14% 155
2021
Q1 		$23.8M Buy
257,679
+4,065
+2% +$362K 0.13% 165
2020
Q4 		$21.9M Sell
253,614
-3,828
-1% -$328K 0.13% 168
2020
Q3 		$21.6M Sell
257,442
-2,208
-0.9% -$172K 0.14% 161
2020
Q2 		$18.6M Sell
259,650
-2,103
-0.8% -$152K 0.14% 169
2020
Q1 		$18.7M Sell
261,753
-11,146
-4% -$868K 0.15% 142
2019
Q4 		$20.6M Buy
272,899
+6,318
+2% +$460K 0.13% 189
2019
Q3 		$18.8M Sell
266,581
-3,533
-1% -$251K 0.13% 187
2019
Q2 		$18.3M Sell
270,114
-1,654
-0.6% -$110K 0.12% 182
2019
Q1 		$17M Sell
271,768
-919
-0.3% -$51.3K 0.12% 187
2018
Q4 		$13.9M Buy
272,687
+1,978
+0.7% +$106K 0.11% 191
2018
Q3 		$14.4M Buy
270,709
+3,159
+1% +$158K 0.1% 220
2018
Q2 		$12.4M Sell
267,550
-632
-0.2% -$29K 0.09% 253
2018
Q1 		$12M Buy
268,182
+5,089
+2% +$243K 0.09% 252
2017
Q4 		$13.3M Buy
263,093
+3,451
+1% +$180K 0.11% 232
2017
Q3 		$13.8M Buy
259,642
+269
+0.1% +$14.4K 0.12% 205
2017
Q2 		$18.1M Buy
259,373
+1,822
+0.7% +$93.4K 0.16% 142
2017
Q1 		$12.9M Buy
257,551
+735
+0.3% +$37.5K 0.12% 197
2016
Q4 		$13M Sell
256,816
-527
-0.2% -$25.7K 0.13% 190
2016
Q3 		$12.4M Buy
257,343
+683
+0.3% +$33.1K 0.12% 201
2016
Q2 		$11.9M Sell
256,660
-6,380
-2% -$304K 0.12% 185
2016
Q1 		$12.4M Sell
263,040
-22,975
-8% -$988K 0.14% 156
2015
Q4 		$12.6M Buy
286,015
+11,941
+4% +$555K 0.14% 155
2015
Q3 		$12.8M Sell
274,074
-7,052
-3% -$322K 0.15% 145
2015
Q2 		$12.4M Sell
281,126
-7,046
-2% -$330K 0.14% 167
2015
Q1 		$13.7M Buy
288,172
+269,161
+1,416% +$12.4M 0.17% 144
2014
Q4 		$890K Buy
+19,011
New +$842K 0.01% 681
2014
Q1 		– Sell
-55,612
Closed -$2.44M – 942
2013
Q4 		$2.44M Buy
55,612
+48,537
+686% +$2.07M 0.08% 217
2013
Q3 		$287K Sell
7,075
-132,710
-95% -$5.28M 0.01% 564
2013
Q2 		$5.28M Buy
+139,785
New +$5.41M 0.14% 183

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

United Capital Financial Advisors's TRI Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Thomson Reuters (TRI) stake by 17% in Q1 2026, selling an estimated $1.12M and leaving 51,315 shares worth $4.69M. The position accounts for 0.03% of the portfolio, ranked #364.

United Capital Financial Advisors first reported a position in TRI in Q2 2013 and has held it in 49 quarters since. The position peaked at $71.3M in Q1 2023. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • United Capital Financial Advisors held 51,315 shares of Thomson Reuters worth $4.69M as of Q1 2026.
  • United Capital Financial Advisors sold 10,629 Thomson Reuters shares in Q1 2026, an estimated $1.12M.
  • Thomson Reuters made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #364 holding.
  • United Capital Financial Advisors first reported a position in Thomson Reuters in Q2 2013 and has held it in 49 quarters since.
  • United Capital Financial Advisors's Thomson Reuters position peaked at $71.3M in Q1 2023.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.