Bank of Montreal’s Thomson Reuters TRI Stock Holding History

Bank of Montreal’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	$90.3K	Sell	985 -121,100	-99%	-$12.8M	﹤0.01%	3151
2025 Q4	$16.4M	Sell	122,085 -397,960	-77%	-$57.6M	0.01%	925
2025 Q3	$82M	Buy	520,045 +401,898	+340%	+$75M	0.03%	364
2025 Q2	$24.1M	Hold	118,147	–	–	0.01%	672
2025 Q1	$20.7M	Buy	118,147 +2,953	+3%	+$510K	0.01%	697
2024 Q4	$18.8M	Sell	115,194 -5,710	-5%	-$962K	0.01%	774
2024 Q3	$20.8M	Buy	120,904 +2,757	+2%	+$465K	0.01%	761
2024 Q2	$20.3M	Buy	118,147 +4,430	+4%	+$734K	0.01%	760
2024 Q1	$18M	Sell	113,717 -4,430	-4%	-$689K	0.01%	772
2023 Q4	$17.6M	Hold	118,147	–	–	0.01%	838
2023 Q3	$15.6M	Hold	118,147	–	–	0.01%	801
2023 Q2	$16.2M	Buy	+118,147	New	+$15.9M	0.01%	814
2022 Q3	–	Sell	-108,764	Closed	-$11.9K	–	4414
2022 Q2	$11.9K	Sell	108,764 -4,176	-4%	-$442K	0.01%	978
2022 Q1	$13M	Hold	112,940	–	–	0.01%	1027
2021 Q4	$14.3M	Sell	112,940 -949	-0.8%	-$118K	0.01%	852
2021 Q3	$13.4M	Hold	113,889	–	–	0.01%	1133
2021 Q2	$11.9M	Hold	113,889	–	–	0.01%	1173
2021 Q1	$10.9M	Hold	113,889	–	–	0.01%	970
2020 Q4	$9.56M	Hold	113,889	–	–	0.01%	1034
2020 Q3	$9.65M	Hold	113,889	–	–	0.01%	879
2020 Q2	$8.15M	Sell	113,889 -56,944	-33%	-$4.12M	0.01%	939
2020 Q1	$12M	Buy	+170,833	New	+$13.3M	0.01%	646
2019 Q2	–	Sell	-12,338	Closed	-$770K	–	5062
2019 Q1	$770K	Buy	+12,338	New	+$689K	﹤0.01%	2116
2018 Q1	–	Sell	-3,447	Closed	-$174K	–	4332
2017 Q4	$174K	Buy	+3,447	New	+$180K	﹤0.01%	2739
2017 Q1	–	Sell	-166,221	Closed	-$8.34M	–	4191
2016 Q4	$8.34M	Buy	+166,221	New	+$8.11M	0.01%	871
2016 Q3	–	Sell	-137,872	Closed	-$6.47M	–	4189
2016 Q2	$6.47M	Buy	+137,872	New	+$6.57M	0.01%	993
2015 Q4	–	Sell	-260,233	Closed	-$12.2M	–	4418
2015 Q3	$12.2M	Buy	+260,233	New	+$11.9M	0.02%	635
2015 Q2	–	Sell	-137,872	Closed	-$6.49M	–	4108
2015 Q1	$6.49M	Sell	137,872 -25,850	-16%	-$1.19M	0.01%	962
2014 Q4	$7.67M	Buy	+163,722	New	+$7.25M	0.01%	887
2014 Q3	–	Sell	-12,925	Closed	-$545K	–	4399
2014 Q2	$545K	Sell	12,925 -263,938	-95%	-$10.8M	﹤0.01%	2036
2014 Q1	$11M	Buy	276,863 +86,859	+46%	+$3.56M	0.01%	626
2013 Q4	$8.34M	Sell	190,004 -86	-0%	-$3.67K	0.01%	647
2013 Q3	$7.72M	Buy	+190,090	New	+$7.56M	0.01%	603

Other funds holding TRI

TWC

The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LFC

LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's TRI Position: Q1 2026 in Review

Bank of Montreal reduced its Thomson Reuters (TRI) stake by 13% in Q1 2026, selling an estimated $80.5M and leaving 5,241,078 shares worth $481M. The position accounts for 0.18% of the portfolio, ranked #101.

Bank of Montreal first reported a position in TRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04B in Q2 2025. 469 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Bank of Montreal held 5,241,078 shares of Thomson Reuters worth $481M as of Q1 2026.
Bank of Montreal sold 763,653 Thomson Reuters shares in Q1 2026, an estimated $80.5M.
Thomson Reuters made up 0.18% of Bank of Montreal's portfolio in Q1 2026, its #101 holding.
Bank of Montreal first reported a position in Thomson Reuters in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Thomson Reuters position peaked at $1.04B in Q2 2025.
469 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.