EverSource Wealth Advisors, LLC
Position in TRI — Thomson Reuters Corp /Can/
CIK 1710537
BIRMINGHAM, AL
Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$96,775
-$21,811 QoQ
Shares Held
1,185
-10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 412 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, 2026EverSource Wealth Advisors, LLC holds $10,302,263 across 29 Specialty Business Services names. TRI ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RBA |
Rb Global Inc.
|
64,122 | $7,467,001 | |
| 2 | ARMK |
Aramark
|
8,453 | $480,973 | |
| 3 | CTAS |
Cintas Corp
|
2,163 | $367,878 | |
| 4 | CPRT |
Copart Inc
|
13,037 | $367,508 | |
| 5 | ULS |
UL Solutions Inc.
|
2,878 | $293,150 | |
| 6 | AZZ |
Azz Inc
|
1,802 | $279,396 | |
| 7 | GPN |
Global Payments Inc
|
3,662 | $265,710 | |
| 8 | RELX |
Relx PLC
|
6,260 | $198,248 |
All Filings in TRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,775 | 1,185 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $118,586 | 1,318 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $137,425 | 1,042 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $187,636 | 1,208 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $235,924 | 1,173 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $106,084 | 614 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,895 | 361 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $38,384 | 225 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $30,678 | 182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,671 | 184 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $15,205 | 104 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,935 | 24 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,237 | 24 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,252 | 25 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,167 | 19 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,949 | 19 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,979 | 19 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $12,408 | 114 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $16,507 | 138 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||