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TRI icon

Addison Advisors’s Thomson Reuters TRI Stock Holding History

Addison Advisors’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,015
Closed -$136K – 996
2025
Q4 		$136K Sell
1,015
-123
-11% -$17.8K 0.03% 276
2025
Q3 		$180K Sell
1,138
-117
-9% -$21.8K 0.04% 236
2025
Q2 		$256K Sell
1,255
-8
-0.6% -$1.52K 0.06% 182
2025
Q1 		$222K Buy
1,263
+12
+1% +$2.07K 0.06% 188
2024
Q4 		$204K Buy
1,251
+67
+6% +$11.3K 0.06% 205
2024
Q3 		$205K Buy
1,184
+14
+1% +$2.36K 0.06% 208
2024
Q2 		$200K Buy
1,170
+27
+2% +$4.47K 0.06% 196
2024
Q1 		$181K Buy
1,143
+5
+0.4% +$778 0.06% 201
2023
Q4 		$169K Buy
1,138
+28
+3% +$3.78K 0.07% 196
2023
Q3 		$138K Buy
1,110
+56
+5% +$7.38K 0.06% 205
2023
Q2 		$145K Buy
1,054
+105
+11% +$14.1K 0.07% 194
2023
Q1 		$130K Buy
949
+4
+0.4% +$510 0.07% 185
2022
Q4 		$114K Buy
945
+316
+50% +$36.4K 0.07% 196
2022
Q3 		$68K Sell
629
-519
-45% -$60.2K 0.04% 232
2022
Q2 		$126K Buy
1,148
+75
+7% +$7.95K 0.08% 168
2022
Q1 		$123K Buy
+1,073
New +$120K 0.07% 194

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Addison Advisors's TRI Position: Q1 2026 in Review

Addison Advisors sold out of Thomson Reuters (TRI) in Q1 2026, closing a stake of 1,015 shares — an estimated $136K sold.

Addison Advisors first reported a position in TRI in Q1 2022 and held it in 16 quarters. The position peaked at $256K in Q2 2025. 473 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Addison Advisors reported no remaining Thomson Reuters position as of Q1 2026 after selling out during the quarter.
  • Addison Advisors sold 1,015 Thomson Reuters shares in Q1 2026, an estimated $136K.
  • Addison Advisors first reported a position in Thomson Reuters in Q1 2022 and held it in 16 quarters.
  • Addison Advisors's Thomson Reuters position peaked at $256K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.