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Caprock Group’s Thomson Reuters TRI Stock Holding History

Caprock Group’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 		$495K Buy
5,414
+745
+16% +$78.6K 0.01% 757
2025
Q4 		$625K Buy
4,669
+1,637
+54% +$237K 0.01% 745
2025
Q3 		$549K Buy
+3,032
New +$566K 0.01% 774
2025
Q1 		$618K Buy
3,524
+150
+4% +$25.9K 0.02% 634
2024
Q4 		$550K Sell
3,374
-78
-2% -$13.1K 0.02% 590
2024
Q3 		$598K Buy
3,452
+244
+8% +$41.2K 0.02% 519
2024
Q2 		$549K Buy
+3,208
New +$532K 0.02% 515

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
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
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
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

Caprock Group's TRI Position: Q1 2026 in Review

Caprock Group increased its Thomson Reuters (TRI) stake by 16% in Q1 2026, buying an estimated $78.6K and bringing the position to 5,414 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #757.

Caprock Group first reported a position in TRI in Q2 2024 and has held it in 7 quarters since. The position peaked at $625K in Q4 2025. 467 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • Caprock Group held 5,414 shares of Thomson Reuters worth $495K as of Q1 2026.
  • Caprock Group bought 745 Thomson Reuters shares in Q1 2026, an estimated $78.6K.
  • Thomson Reuters made up 0.01% of Caprock Group's portfolio in Q1 2026, its #757 holding.
  • Caprock Group first reported a position in Thomson Reuters in Q2 2024 and has held it in 7 quarters since.
  • Caprock Group's Thomson Reuters position peaked at $625K in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.