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 Q2	$335K	Sell	4,105 -1,309	-24%	-$114K	0.01%	992
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 $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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Caprock Group's TRI Position: Q2 2026 in Review

Caprock Group reduced its Thomson Reuters (TRI) stake by 24% in Q2 2026, selling an estimated $114K and leaving 4,105 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #992.

Caprock Group first reported a position in TRI in Q2 2024 and has held it in 8 quarters since. The position peaked at $625K in Q4 2025. 421 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

Caprock Group held 4,105 shares of Thomson Reuters worth $335K as of Q2 2026.
Caprock Group sold 1,309 Thomson Reuters shares in Q2 2026, an estimated $114K.
Thomson Reuters made up 0.01% of Caprock Group's portfolio in Q2 2026, its #992 holding.
Caprock Group first reported a position in Thomson Reuters in Q2 2024 and has held it in 8 quarters since.
Caprock Group's Thomson Reuters position peaked at $625K in Q4 2025.
421 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.