UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in TRI — Thomson Reuters Corp /Can/

CIK 1463217 IRVING, TX

Position in TRI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,689,757

-$3,608,102 QoQ

Shares Held

52,120

-17.2% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $40,509,553 across 10 Specialty Business Services names. TRI ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPRT	Copart Inc	426,068	$14,145,457
2	CTAS	Cintas Corp	65,932	$11,151,738
3	ULS	UL Solutions Inc.	82,373	$7,060,189
4	TRI	Thomson Reuters Corp /Can/ This page	52,120	$4,689,757
5	RELX	Relx PLC	45,421	$1,505,706
6	GPN	Global Payments Inc	10,630	$715,399
7	DLB	Dolby Laboratories, Inc.	7,158	$429,909
8	CBZ	CBIZ, Inc.	14,972	$401,998

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,689,757	52,120	-17.2%	Shares	Defined	2026-05-15
2025-12-31	$8,297,859	62,915	-3.5%	Shares	Defined	2026-02-17
2025-09-30	$10,128,137	65,204	-0.6%	Shares	Defined	2025-11-14
2025-06-30	$13,193,926	65,599	-4.9%	Shares	Defined	2025-08-11
2025-03-31	$11,911,971	68,943	-34.2%	Shares	Defined	2025-05-13
2024-12-31	$16,814,880	104,844	-21.2%	Shares	Defined	2025-02-13
2024-09-30	$22,702,936	133,077	-6.7%	Shares	Defined	2024-11-12
2024-06-30	$24,052,073	142,683	-10.8%	Shares	Defined	2024-08-14
2024-03-31	$24,929,371	159,978	-17.2%	Shares	Defined	2024-05-15
2023-12-31	$28,235,813	193,105	-56.9%	Shares	Defined	2024-02-14
2023-09-30	$54,748,352	447,583	-6.7%	Shares	Defined	2023-11-14
2023-06-30	$64,727,884	479,679	—	Shares	Defined	2023-08-14
No filing history on record for this holder in this stock.