Position in TRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$235,944
-$24,008 QoQ
Shares Held
2,889
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#297
of 414 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $90,861,115 across 4 Specialty Business Services names. TRI ranks #4 (0.3% of the industry book) .
All Filings in TRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,944 | 2,889 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $259,952 | 2,889 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $381,030 | 2,889 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $448,903 | 2,890 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $581,064 | 2,889 | Shares | Defined | 2025-10-08 | |
| 2025-03-31 | $502,098 | 2,906 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $463,337 | 2,889 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $492,863 | 2,889 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $486,998 | 2,889 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $450,192 | 2,889 | Shares | Defined | 2024-06-06 | |
| 2023-12-31 | $422,429 | 2,889 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $353,382 | 2,889 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $390,111 | 2,891 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $390,359 | 3,000 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $342,210 | 3,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $205,239 | 2,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $208,419 | 2,000 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $326,550 | 3,000 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $360,056 | 3,010 | Shares | Defined | 2022-02-25 | |
| No filing history on record for this holder in this stock. | ||||||