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 Q2	$8.16M	Buy	+100,000	New	+$8.73M	﹤0.01%	1227
2025 Q4	–	Sell	-25,008	Closed	-$3.94M	–	3833
2025 Q3	$3.94M	Buy	+25,008	New	+$4.67M	﹤0.01%	1396
2020 Q1	–	Sell	-185,069	Closed	-$14M	–	4697
2019 Q4	$14M	Hold	185,069	–	–	0.01%	827
2019 Q3	$13M	Sell	185,069 -161,343	-47%	-$11.5M	0.01%	770
2019 Q2	$23.5M	Hold	346,412	–	–	0.02%	593
2019 Q1	$21.6M	Buy	346,412 +90,162	+35%	+$5.03M	0.02%	580
2018 Q4	$13M	Buy	256,250 +23,592	+10%	+$1.26M	0.01%	693
2018 Q3	$12.3M	Buy	232,658 +103,403	+80%	+$5.18M	0.01%	819
2018 Q2	$6.05M	Buy	+129,255	New	+$5.94M	0.01%	1080
2017 Q3	–	Sell	-122,533	Closed	-$6.58M	–	4324
2017 Q2	$6.58M	Buy	+122,533	New	+$6.28M	0.01%	1036
2017 Q1	–	Sell	-2,154	Closed	-$108K	–	4192
2016 Q4	$108K	Buy	+2,154	New	+$105K	﹤0.01%	2798
2016 Q3	–	Sell	-34,123	Closed	-$1.6M	–	4190
2016 Q2	$1.6M	Buy	+34,123	New	+$1.63M	﹤0.01%	1610
2014 Q4	–	Sell	-17,234	Closed	-$728K	–	4170
2014 Q3	$728K	Buy	+17,234	New	+$746K	﹤0.01%	1914
2014 Q2	–	Sell	-8,186	Closed	-$325K	–	4824
2014 Q1	$325K	Buy	+8,186	New	+$336K	﹤0.01%	2281

Other funds holding TRI

TWC

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFHU

TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LFC

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

Bank of Montreal's TRI Position: Q2 2026 in Review

Bank of Montreal reduced its Thomson Reuters (TRI) stake by 19% in Q2 2026, selling an estimated $87.6M and leaving 4,238,221 shares worth $346M. The position accounts for 0.11% of the portfolio, ranked #143.

Bank of Montreal first reported a position in TRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.04B in Q2 2025. 424 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Bank of Montreal held 4,238,221 shares of Thomson Reuters worth $346M as of Q2 2026.
Bank of Montreal sold 1,002,857 Thomson Reuters shares in Q2 2026, an estimated $87.6M.
Thomson Reuters made up 0.11% of Bank of Montreal's portfolio in Q2 2026, its #143 holding.
Bank of Montreal first reported a position in Thomson Reuters in Q2 2013 and has held it in 53 quarters since.
Bank of Montreal's Thomson Reuters position peaked at $1.04B in Q2 2025.
424 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.