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Capital Investment Advisors’s Thomson Reuters TRI Stock Holding History

Capital Investment 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
2025
Q4 		– Sell
-1,312
Closed -$207K – 771
2025
Q3 		$207K Hold
1,312
– – ﹤0.01% 684
2025
Q2 		$268K Sell
1,312
-42
-3% -$8K ﹤0.01% 598
2025
Q1 		$238K Sell
1,354
-59
-4% -$10.2K ﹤0.01% 593
2024
Q4 		$230K Sell
1,413
-49
-3% -$8.25K ﹤0.01% 576
2024
Q3 		$253K Sell
1,462
-1
-0.1% -$169 0.01% 564
2024
Q2 		$250K Buy
1,463
+1
+0.1% +$166 0.01% 529
2024
Q1 		$231K Hold
1,462
– – 0.01% 553
2023
Q4 		$217K Sell
1,462
-220
-13% -$29.7K 0.01% 548
2023
Q3 		$209K Buy
+1,682
New +$222K 0.01% 542

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 $109B AUM 35.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $724M AUM 24.23% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

Capital Investment Advisors's TRI Position: Q4 2025 in Review

Capital Investment Advisors sold out of Thomson Reuters (TRI) in Q4 2025, closing a stake of 1,312 shares — an estimated $207K sold.

Capital Investment Advisors first reported a position in TRI in Q3 2023 and held it in 9 quarters. The position peaked at $268K in Q2 2025. 500 funds tracked by Wall St. Rank hold TRI as of Q4 2025.

  • Capital Investment Advisors reported no remaining Thomson Reuters position as of Q4 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 1,312 Thomson Reuters shares in Q4 2025, an estimated $207K.
  • Capital Investment Advisors first reported a position in Thomson Reuters in Q3 2023 and held it in 9 quarters.
  • Capital Investment Advisors's Thomson Reuters position peaked at $268K in Q2 2025.
  • 500 funds tracked by Wall St. Rank held Thomson Reuters as of Q4 2025.

Based on Capital Investment Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.