KESTRA PRIVATE WEALTH SERVICES, LLC
Position in TRI — Thomson Reuters Corp /Can/
CIK 1649451
AUSTIN, TX
Position in TRI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$709,132
-$403,096 QoQ
Shares Held
7,881
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $11,034,136 across 8 Specialty Business Services names. TRI ranks #4 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
30,028 | $5,078,935 | |
| 2 | CPRT |
Copart Inc
|
88,920 | $2,952,144 | |
| 3 | RTO |
Rentokil Initial PLC /Fi
|
23,971 | $754,607 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
This page
|
7,881 | $709,132 | |
| 5 | TIC |
TIC Solutions, Inc.
|
72,994 | $480,300 | |
| 6 | GPN |
Global Payments Inc
|
6,186 | $416,317 | |
| 7 | RELX |
Relx PLC
|
12,411 | $411,424 | |
| 8 | RHLD |
Resolute Holdings Management, Inc.
|
1,425 | $231,277 |
All Filings in TRI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $709,132 | 7,881 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,112,228 | 8,433 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,678,961 | 10,809 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,022,965 | 10,058 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,485,389 | 8,597 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,013,120 | 6,317 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $586,011 | 3,435 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $743,393 | 4,410 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $844,442 | 5,419 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $830,237 | 5,678 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $351,547 | 2,874 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $360,694 | 2,673 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||