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Boreal Capital Management’s Thomson Reuters TRI Stock Holding History

Boreal 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
2026
Q2 		$8.16K Hold
100
– – 0.01% 364
2026
Q1 		$9.18K Hold
100
– – 0.01% 346
2025
Q4 		$13.5K Hold
100
– – 0.01% 308
2025
Q3 		$15.8K Hold
100
– – 0.01% 300
2025
Q2 		$20.5K Buy
+100
New +$19K 0.02% 272

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
Morgan Stanley
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Boreal Capital Management's TRI Position: Q2 2026 in Review

Boreal Capital Management held its Thomson Reuters (TRI) position steady in Q2 2026 at 100 shares worth $8.16K. The position accounts for 0.01% of the portfolio, ranked #364.

Boreal Capital Management first reported a position in TRI in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.5K in Q2 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • Boreal Capital Management held 100 shares of Thomson Reuters worth $8.16K as of Q2 2026.
  • Boreal Capital Management left its Thomson Reuters share count unchanged in Q2 2026.
  • Thomson Reuters made up 0.01% of Boreal Capital Management's portfolio in Q2 2026, its #364 holding.
  • Boreal Capital Management first reported a position in Thomson Reuters in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Thomson Reuters position peaked at $20.5K in Q2 2025.
  • 421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.