Wealth Alliance
TRI icon

Wealth Alliance’s Thomson Reuters TRI Stock Holding History

Wealth Alliance’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
Q3 		$215K Buy
+2,210
New +$219K 0.02% 532
2025
Q3 		– Sell
-1,458
Closed -$298K – 594
2025
Q2 		$298K Sell
1,458
-4
-0.3% -$762 0.03% 411
2025
Q1 		$257K Sell
1,462
-404
-22% -$69.7K 0.03% 434
2024
Q4 		$304K Sell
1,866
-22
-1% -$3.71K 0.04% 382
2024
Q3 		$327K Buy
1,888
+18
+1% +$3.04K 0.04% 377
2024
Q2 		$320K Sell
1,870
-20
-1% -$3.32K 0.04% 366
2024
Q1 		$299K Sell
1,890
-36
-2% -$5.6K 0.04% 405
2023
Q4 		$286K Sell
1,926
-20
-1% -$2.7K 0.04% 394
2023
Q3 		$242K Buy
1,946
+109
+6% +$14.4K 0.04% 412
2023
Q2 		$252K Sell
1,837
-72
-4% -$9.7K 0.04% 429
2023
Q1 		$262K Sell
1,909
-456
-19% -$58.1K 0.04% 403
2022
Q4 		$284K Buy
2,365
+16
+0.7% +$1.84K 0.05% 363
2022
Q3 		$254K Sell
2,349
-674
-22% -$78.1K 0.05% 370
2022
Q2 		$332K Buy
3,023
+89
+3% +$9.43K 0.06% 294
2022
Q1 		$336K Sell
2,934
-136
-4% -$15.2K 0.07% 305
2021
Q4 		$387K Sell
3,070
-16
-0.5% -$1.99K 0.08% 283
2021
Q3 		$359K Buy
3,086
+138
+5% +$16.1K 0.08% 281
2021
Q2 		$309K Sell
2,948
-152
-5% -$15.2K 0.07% 316
2021
Q1 		$286K Buy
3,100
+163
+6% +$14.5K 0.08% 305
2020
Q4 		$253K Sell
2,937
-12
-0.4% -$1.03K 0.07% 316
2020
Q3 		$248K Sell
2,949
-2
-0.1% -$156 0.09% 277
2020
Q2 		$211K Buy
+2,951
New +$213K 0.08% 283

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $30.1B AUM 36.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $766M AUM 17.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $116B AUM 33.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Wealth Alliance's TRI Position: Q3 2026 in Review

Wealth Alliance opened a new position in Thomson Reuters (TRI) in Q3 2026: 2,210 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #532 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in TRI as recently as Q2 2025.

Wealth Alliance first reported a position in TRI in Q2 2020 and has held it in 22 quarters since. The position peaked at $387K in Q4 2021. 406 funds tracked by Wall St. Rank hold TRI as of Q3 2026.

  • Wealth Alliance held 2,210 shares of Thomson Reuters worth $215K as of Q3 2026.
  • Thomson Reuters was a new Wealth Alliance position in Q3 2026.
  • Thomson Reuters made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #532 holding.
  • Wealth Alliance first reported a position in Thomson Reuters in Q2 2020 and has held it in 22 quarters since.
  • Wealth Alliance's Thomson Reuters position peaked at $387K in Q4 2021.
  • 406 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.