Advisors Capital Management’s Thomson Reuters TRI Stock Holding History

Advisors Capital Management’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
2025 Q3	–	Sell	-1,198	Closed	-$245K	–	555
2025 Q2	$245K	Sell	1,198 -33	-3%	-$6.28K	﹤0.01%	472
2025 Q1	$216K	Buy	+1,231	New	+$213K	﹤0.01%	489
2024 Q4	–	Sell	-1,190	Closed	-$206K	–	528
2024 Q3	$206K	Sell	1,190 -635	-35%	-$107K	﹤0.01%	481
2024 Q2	$313K	Buy	1,825 +25	+1%	+$4.14K	0.01%	413
2024 Q1	$285K	Sell	1,800 -283	-14%	-$44K	0.01%	421
2023 Q4	$309K	Buy	2,083 +411	+25%	+$55.5K	0.01%	399
2023 Q3	$208K	Hold	1,672	–	–	0.01%	389
2023 Q2	$229K	Buy	1,672 +2	+0.1%	+$268	0.01%	397
2023 Q1	$229K	Hold	1,670	–	–	0.01%	401
2022 Q4	$201K	Sell	1,670 -1,358	-45%	-$157K	0.01%	429
2022 Q3	$348K	Buy	+3,028	New	+$351K	0.01%	369

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LFC

LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

SFC

SEG Family Corp Toronto $199M AUM 60.02% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Advisors Capital Management's TRI Position: Q3 2025 in Review

Advisors Capital Management sold out of Thomson Reuters (TRI) in Q3 2025, closing a stake of 1,198 shares — an estimated $245K sold.

Advisors Capital Management first reported a position in TRI in Q3 2022 and held it in 11 quarters. The position peaked at $348K in Q3 2022. 523 funds tracked by Wall St. Rank hold TRI as of Q3 2025.

Advisors Capital Management reported no remaining Thomson Reuters position as of Q3 2025 after selling out during the quarter.
Advisors Capital Management sold 1,198 Thomson Reuters shares in Q3 2025, an estimated $245K.
Advisors Capital Management first reported a position in Thomson Reuters in Q3 2022 and held it in 11 quarters.
Advisors Capital Management's Thomson Reuters position peaked at $348K in Q3 2022.
523 funds tracked by Wall St. Rank held Thomson Reuters as of Q3 2025.

Based on Advisors Capital Management's 13F filing for Q3 2025, filed 7 Nov 2025.