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Thomson Reuters Corp. shares owned by UMA Financial Services

Quarter-by-quarter ownership of Thomson Reuters Corp. (TRI) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Thomson Reuters Corp.

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All positions including Thomson Reuters Corp. held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Thomson Reuters Corp. by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 1.1k 155.33
2025-06-30 $218k 1.1k 201.13
2025-03-31 $187k 1.1k 172.78
2024-12-31 $173k 1.1k 160.38

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Thomson Reuters Corp.

Royal Bank of Canada
Vanguard Group
Bank Of Montreal
TD Asset Management
TLT Family Holdco ULC
FMR
LCC Family Corp.
SEG Family Corp.
Jarislowsky, Fraser
Goldman Sachs Group
Mackenzie Financial
Fiera Capital Corporation
Invesco
Geode Capital Management
Connor, Clark & Lunn Investment Management

View all funds holding Thomson Reuters Corp.