Position in TRI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$502,515
-$290,028 QoQ
Shares Held
6,153
-30.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#240
of 412 holders
Holding Since
Dec 2022
15 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, 2026Sequoia Financial Advisors, LLC holds $21,538,525 across 13 Specialty Business Services names. TRI ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMPR |
CIMPRESS plc
|
76,528 | $7,782,897 | |
| 2 | GPN |
Global Payments Inc
|
86,940 | $6,308,366 | |
| 3 | CTAS |
Cintas Corp
|
14,235 | $2,421,088 | |
| 4 | RELX |
Relx PLC
|
31,401 | $994,469 | |
| 5 | CPRT |
Copart Inc
|
28,547 | $804,739 | |
| 6 | DLB |
Dolby Laboratories, Inc.
|
11,252 | $591,630 | |
| 7 | RBA |
Rb Global Inc.
|
4,516 | $525,888 | |
| 8 | TRI |
Thomson Reuters Corp /Can/
This page
|
6,153 | $502,515 |
All Filings in TRI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,515 | 6,153 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $792,543 | 8,808 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $659,054 | 4,997 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,018,188 | 6,555 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,294,472 | 6,436 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $585,033 | 3,386 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $444,733 | 2,773 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $444,413 | 2,605 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $463,567 | 2,750 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $413,884 | 2,656 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $395,086 | 2,702 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $326,716 | 2,671 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $345,986 | 2,564 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $332,846 | 2,558 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $231,105 | 2,026 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||