Callahan Advisors’s Thomson Reuters TRI Stock Holding History

Callahan Advisors’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	$2.37M	Hold	25,908	–	–	0.2%	89
2025 Q4	$3.47M	Hold	25,908	–	–	0.29%	67
2025 Q3	$4.09M	Hold	25,908	–	–	0.35%	62
2025 Q2	$5.29M	Hold	25,908	–	–	0.48%	57
2025 Q1	$4.55M	Hold	25,908	–	–	0.43%	60
2024 Q4	$4.22M	Hold	25,908	–	–	0.4%	62
2024 Q3	$4.49M	Hold	25,908	–	–	0.44%	60
2024 Q2	$4.44M	Hold	25,908	–	–	0.46%	56
2024 Q1	$4.1M	Hold	25,908	–	–	0.43%	60
2023 Q4	$3.85M	Hold	25,908	–	–	0.45%	58
2023 Q3	$3.22M	Hold	25,908	–	–	0.4%	59
2023 Q2	$3.55M	Sell	25,908 -2	-0%	-$268	0.43%	60
2023 Q1	$3.55M	Hold	25,910	–	–	0.46%	59
2022 Q4	$3.11M	Hold	25,910	–	–	0.43%	60
2022 Q3	$2.8M	Hold	25,910	–	–	0.4%	59
2022 Q2	$2.85M	Hold	25,910	–	–	0.38%	66
2022 Q1	$2.97M	Hold	25,910	–	–	0.34%	72
2021 Q4	$3.27M	Hold	25,910	–	–	0.37%	70
2021 Q3	$3.02M	Hold	25,910	–	–	0.38%	67
2021 Q2	$2.71M	Hold	25,910	–	–	0.34%	67
2021 Q1	$2.39M	Hold	25,910	–	–	0.32%	71
2020 Q4	$2.24M	Hold	25,910	–	–	0.33%	68
2020 Q3	$2.18M	Hold	25,910	–	–	0.36%	59
2020 Q2	$1.86M	Hold	25,910	–	–	0.33%	63
2020 Q1	$1.85M	Hold	25,910	–	–	0.39%	59
2019 Q4	$1.96M	Sell	25,910 -190	-0.7%	-$13.8K	0.31%	68
2019 Q3	$1.84M	Hold	26,100	–	–	0.32%	66
2019 Q2	$1.77M	Sell	26,100 -1,622	-6%	-$107K	0.32%	66
2019 Q1	$1.73M	Sell	27,722 -3,297	-11%	-$184K	0.32%	66
2018 Q4	$1.58M	Sell	31,019 -2	-0%	-$107	0.34%	64
2018 Q3	$1.64M	Hold	31,021	–	–	0.31%	71
2018 Q2	$1.45M	Hold	31,021	–	–	0.29%	74
2018 Q1	$1.39M	Sell	31,021 -26	-0.1%	-$1.24K	0.29%	73
2017 Q4	$1.57M	Hold	31,047	–	–	0.31%	71
2017 Q3	$1.65M	Hold	31,047	–	–	0.35%	64
2017 Q2	$1.67M	Hold	31,047	–	–	0.36%	66
2017 Q1	$1.56M	Hold	31,047	–	–	0.35%	66
2016 Q4	$1.58M	Hold	31,047	–	–	0.38%	65
2016 Q3	$1.49M	Hold	31,047	–	–	0.37%	63
2016 Q2	$1.46M	Hold	31,047	–	–	0.38%	60
2016 Q1	$1.46M	Hold	31,047	–	–	0.4%	58
2015 Q4	$1.36M	Hold	31,047	–	–	0.39%	61
2015 Q3	$1.45M	Hold	31,047	–	–	0.45%	60
2015 Q2	$1.37M	Hold	31,047	–	–	0.39%	72
2015 Q1	$1.46M	Hold	31,047	–	–	0.43%	68
2014 Q4	$1.45M	Hold	31,047	–	–	0.43%	71
2014 Q3	$1.31M	Hold	31,047	–	–	0.41%	72
2014 Q2	$1.31M	Hold	31,047	–	–	0.42%	71
2014 Q1	$1.23M	Hold	31,047	–	–	0.42%	71
2013 Q4	$1.36M	Buy	31,047 +26	+0.1%	+$1.11K	0.48%	69
2013 Q3	$1.26M	Hold	31,021	–	–	0.48%	70
2013 Q2	$1.17M	Buy	+31,021	New	+$1.2M	0.48%	68

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Callahan Advisors's TRI Position: Q1 2026 in Review

Callahan Advisors held its Thomson Reuters (TRI) position steady in Q1 2026 at 25,908 shares worth $2.37M. The position accounts for 0.2% of the portfolio, ranked #89.

Callahan Advisors first reported a position in TRI in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.29M in Q2 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

Callahan Advisors held 25,908 shares of Thomson Reuters worth $2.37M as of Q1 2026.
Callahan Advisors left its Thomson Reuters share count unchanged in Q1 2026.
Thomson Reuters made up 0.2% of Callahan Advisors's portfolio in Q1 2026, its #89 holding.
Callahan Advisors first reported a position in Thomson Reuters in Q2 2013 and has held it in 52 quarters since.
Callahan Advisors's Thomson Reuters position peaked at $5.29M in Q2 2025.
467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.