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Vest Financial’s Thomson Reuters TRI Stock Holding History

Vest Financial’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 		$7.64M Buy
93,557
+46,358
+98% +$4.05M 0.08% 199
2026
Q1 		$4.31M Buy
47,199
+21,178
+81% +$2.23M 0.05% 258
2025
Q4 		$3.49M Buy
26,021
+13,650
+110% +$1.98M 0.04% 261
2025
Q3 		$1.95M Buy
+12,371
New +$2.31M 0.03% 308

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

Vest Financial's TRI Position: Q2 2026 in Review

Vest Financial increased its Thomson Reuters (TRI) stake by 98% in Q2 2026, buying an estimated $4.05M and bringing the position to 93,557 shares worth $7.64M. The position accounts for 0.08% of the portfolio, ranked #199.

Vest Financial first reported a position in TRI in Q3 2025 and has held it in 4 quarters since. 419 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Vest Financial held 93,557 shares of Thomson Reuters worth $7.64M as of Q2 2026.
  • Vest Financial bought 46,358 Thomson Reuters shares in Q2 2026, an estimated $4.05M.
  • Thomson Reuters made up 0.08% of Vest Financial's portfolio in Q2 2026, its #199 holding.
  • Vest Financial first reported a position in Thomson Reuters in Q3 2025 and has held it in 4 quarters since.
  • 419 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.