Wealthspire Advisors (New York)’s Thomson Reuters TRI Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-118	Closed	-$18.6K	–	2744
2025 Q3	$18.6K	Buy	+118	New	+$22K	﹤0.01%	1716
2021 Q4	–	Sell	-1,870	Closed	-$218K	–	624
2021 Q3	$218K	Buy	+1,870	New	+$218K	﹤0.01%	535
2019 Q1	–	Sell	-175	Closed	-$9K	–	720
2018 Q4	$9K	Buy	+175	New	+$9.38K	﹤0.01%	536

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s TRI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 118 shares — an estimated $18.6K sold.

Wealthspire Advisors (New York) first reported a position in TRI in Q4 2018 and held it in 3 quarters. The position peaked at $218K in Q3 2021. 500 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 118 Thomson Reuters shares in Q4 2025, an estimated $18.6K.
Wealthspire Advisors (New York) first reported a position in Thomson Reuters in Q4 2018 and held it in 3 quarters.
Wealthspire Advisors (New York)'s Thomson Reuters position peaked at $218K in Q3 2021.
500 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.