Position in TRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$258,811
-$121,623 QoQ
Shares Held
3,169
-25.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#286
of 411 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Ballentine Partners, LLC holds $2,430,681 across 5 Specialty Business Services names. TRI ranks #5 (10.6% of the industry book) .
All Filings in TRI
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,811 | 3,169 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $380,434 | 4,228 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $670,000 | 5,080 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $782,861 | 5,040 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,012,487 | 5,034 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $797,205 | 4,614 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $618,104 | 3,854 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $652,032 | 3,822 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $494,414 | 2,933 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $443,024 | 2,843 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $414,386 | 2,834 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $353,381 | 2,889 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $395,238 | 2,929 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $376,045 | 2,890 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $324,528 | 2,845 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $288,464 | 2,811 | Shares | Other | 2022-10-26 | |
| 2022-06-30 | $286,993 | 2,754 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $390,009 | 3,583 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $429,076 | 3,587 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $396,291 | 3,587 | Shares | Other | 2021-10-27 | |
| 2021-06-30 | $346,030 | 3,484 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $305,092 | 3,484 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $293,738 | 3,587 | Shares | Other | 2021-01-25 | |
| 2020-09-30 | $286,134 | 3,587 | Shares | Other | 2020-10-22 | |
| 2020-06-30 | $227,834 | 3,352 | Shares | Other | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||