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Waterfront Wealth’s Thomson Reuters TRI Stock Holding History

Waterfront Wealth’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 		$817K Sell
9,108
-33
-0.4% -$2.88K 0.13% 190
2026
Q1 		$835K Buy
+9,141
New +$964K 0.15% 171

Other funds holding TRI

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
HCM
Heathbridge Capital Management Toronto, Ontario, Canada $292M AUM 21.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
LI
Louisbourg Investments Dieppe, New Brunswick, Canada $542M AUM 21.44% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Waterfront Wealth's TRI Position: Q2 2026 in Review

Waterfront Wealth reduced its Thomson Reuters (TRI) stake by 0.36% in Q2 2026, selling an estimated $2.88K and leaving 9,108 shares worth $817K. The position accounts for 0.13% of the portfolio, ranked #190.

Waterfront Wealth first reported a position in TRI in Q1 2026 and has held it in 2 quarters since. The position peaked at $835K in Q1 2026. 121 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Waterfront Wealth held 9,108 shares of Thomson Reuters worth $817K as of Q2 2026.
  • Waterfront Wealth sold 33 Thomson Reuters shares in Q2 2026, an estimated $2.88K.
  • Thomson Reuters made up 0.13% of Waterfront Wealth's portfolio in Q2 2026, its #190 holding.
  • Waterfront Wealth first reported a position in Thomson Reuters in Q1 2026 and has held it in 2 quarters since.
  • Waterfront Wealth's Thomson Reuters position peaked at $835K in Q1 2026.
  • 121 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.