Physician Wealth Advisors, Inc.
Position in TRI — Thomson Reuters Corp /Can/
CIK 1795173
MIDVALE, UT
Position in TRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$89,020
-$10,767 QoQ
Shares Held
1,090
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#50
of 74 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $254,077 across 16 Specialty Business Services names. TRI ranks #1 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
1,090 | $89,020 | |
| 2 | CTAS |
Cintas Corp
|
386 | $65,650 | |
| 3 | CPRT |
Copart Inc
|
1,676 | $47,246 | |
| 4 | GPN |
Global Payments Inc
|
250 | $18,140 | |
| 5 | RELX |
Relx PLC
|
528 | $16,721 | |
| 6 | UNF |
Unifirst Corp
|
26 | $6,875 | |
| 7 | BKSY |
BlackSky Technology Inc.
|
134 | $3,741 | |
| 8 | RBA |
Rb Global Inc.
|
12 | $1,397 |
All Filings in TRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,020 | 1,090 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $99,787 | 1,109 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $142,573 | 1,081 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $167,911 | 1,081 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $218,024 | 1,084 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $186,775 | 1,081 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $173,370 | 1,081 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||