AI
TRI icon

Atria Investments’s Thomson Reuters TRI Stock Holding History

Atria Investments’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
Q4 		– Sell
-1,494
Closed -$236K – 2132
2025
Q3 		$236K Sell
1,494
-2,068
-58% -$386K ﹤0.01% 1857
2025
Q2 		$728K Sell
3,562
-73
-2% -$13.9K 0.01% 1216
2025
Q1 		$638K Sell
3,635
-871
-19% -$150K 0.01% 1226
2024
Q4 		$734K Buy
4,506
+91
+2% +$15.3K 0.01% 1139
2024
Q3 		$765K Sell
4,415
-2,923
-40% -$493K 0.01% 1115
2024
Q2 		$1.26M Buy
7,338
+983
+15% +$163K 0.02% 823
2024
Q1 		$1.01M Buy
+6,355
New +$989K 0.01% 959
2021
Q1 		– Sell
-12,669
Closed -$1.09M – 751
2020
Q4 		$1.09M Buy
12,669
+394
+3% +$33.7K 0.03% 645
2020
Q3 		$1.03M Buy
+12,275
New +$955K 0.03% 561
2020
Q1 		– Sell
-11,327
Closed -$855K – 1139
2019
Q4 		$855K Buy
11,327
+7,143
+171% +$520K 0.02% 596
2019
Q3 		$295K Sell
4,184
-1,710
-29% -$121K 0.01% 719
2019
Q2 		$413K Buy
+5,894
New +$390K 0.02% 633
2017
Q4 		– Sell
-6,230
Closed -$332K – 883
2017
Q3 		$332K Buy
6,230
+1,548
+33% +$82.6K 0.02% 576
2017
Q2 		$252K Buy
+4,682
New +$240K 0.02% 621

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LFC
LCC Family Corp Toronto $246M AUM 60.02% 1-Year Est. Return

Atria Investments's TRI Position: Q4 2025 in Review

Atria Investments sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,494 shares — an estimated $236K sold.

Atria Investments first reported a position in TRI in Q2 2017 and held it in 14 quarters. The position peaked at $1.26M in Q2 2024. 504 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Atria Investments reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Atria Investments sold 1,494 Thomson Reuters shares in Q4 2025, an estimated $236K.
  • Atria Investments first reported a position in Thomson Reuters in Q2 2017 and held it in 14 quarters.
  • Atria Investments's Thomson Reuters position peaked at $1.26M in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.