TRI THOMSON REUTERS CORP

Ownership history in STEPHENS INC /AR/  ·  25 quarters on record

AI Ownership Summary

STEPHENS INC /AR/ reported THOMSON REUTERS CORP (TRI) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows TRI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHENS INC /AR/'s position in THOMSON REUTERS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TRI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How STEPHENS INC /AR/ held TRI — position size vs. price
% of Fund (quarterly)    TRI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,419 -460 -24.5% 0.00% $220K 2025-10-27 $160.46
2025 Q2 REDUCED 1,879 -22 -1.2% 0.01% $378K 2025-07-29 $197.15
2025 Q1 REDUCED 1,901 -150 -7.3% 0.00% $328K 2025-05-01 $182.32
2024 Q4 REDUCED 2,051 -42 -2.0% 0.00% $329K 2025-01-28 $162.58
2024 Q3 REDUCED 2,093 -34 -1.6% 0.01% $357K 2024-10-28 $162.23
2024 Q2 ADDED 2,127 +1 +0.0% 0.01% $359K 2024-08-06 $153.97
2024 Q1 ADDED 2,126 +21 +1.0% 0.01% $331K 2024-05-15 $164.98
2023 Q4 ADDED 2,105 +12 +0.6% 0.01% $308K 2024-02-13 $147.17
2023 Q3 ADDED 2,093 +47 +2.3% 0.00% $256K 2023-11-14 $128.71
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About STEPHENS INC /AR/ and TRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has STEPHENS INC /AR/ reported owning TRI?

STEPHENS INC /AR/ reported TRI across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported TRI position in STEPHENS INC /AR/'s portfolio?

The largest reported portfolio weight for TRI was 0.01% in 2024 Q2.

What is the latest reported TRI position on this page?

The most recent filing on this page is 2025 Q3, when STEPHENS INC /AR/ reported 1,419 shares, equal to 0.00% of portfolio, with an estimated market value of $220K.

What does the chart on this TRI ownership page compare?

The chart compares STEPHENS INC /AR/'s quarterly TRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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